Sheets Smith Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,110
| Closed | -$1.4M | – | 290 |
|
|
2019
Q4 | $1.4M | Sell |
10,110
-246
| -2% | -$34K | 0.27% | 96 |
|
|
2019
Q3 | $1.38M | Buy |
10,356
+5,848
| +130% | +$776K | 0.28% | 96 |
|
|
2019
Q2 | $553K | Sell |
4,508
-66
| -1% | -$8.1K | 0.11% | 187 |
|
|
2019
Q1 | $517K | Buy |
4,574
+5
| +0.1% | +$565 | 0.11% | 199 |
|
|
2018
Q4 | $469K | Sell |
4,569
-20
| -0.4% | -$2.05K | 0.13% | 170 |
|
|
2018
Q3 | $501K | Sell |
4,589
-10
| -0.2% | -$1.09K | 0.1% | 213 |
|
|
2018
Q2 | $488K | Buy |
4,599
+18
| +0.4% | +$1.91K | 0.11% | 196 |
|
|
2018
Q1 | $441K | Sell |
4,581
-123
| -3% | -$11.8K | 0.11% | 203 |
|
|
2017
Q4 | $443K | Buy |
4,704
+108
| +2% | +$10.2K | 0.1% | 204 |
|
|
2017
Q3 | $429K | Buy |
+4,596
| New | +$429K | 0.11% | 204 |
|