Shepherd Financial Partners’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,024
| Closed | -$711K | – | 143 |
|
|
2020
Q4 | $711K | Hold |
5,024
| – | – | 0.16% | 97 |
|
|
2020
Q3 | $740K | Sell |
5,024
-58
| -1% | -$8.54K | 0.17% | 85 |
|
|
2020
Q2 | $681K | Sell |
5,082
-42
| -0.8% | -$5.63K | 0.18% | 76 |
|
|
2020
Q1 | $624K | Hold |
5,124
| – | – | 0.22% | 73 |
|
|
2019
Q4 | $714K | Buy |
5,124
+3
| +0.1% | +$418 | 0.17% | 82 |
|
|
2019
Q3 | $680K | Buy |
+5,121
| New | +$680K | 0.17% | 77 |
|