Smith Salley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,909
| Closed | -$208K | – | 244 |
|
|
2021
Q4 | $208K | Sell |
1,909
-456
| -19% | -$49.7K | 0.01% | 237 |
|
|
2021
Q3 | $288K | Hold |
2,365
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $335K | Sell |
2,365
-59
| -2% | -$8.36K | 0.03% | 211 |
|
|
2021
Q1 | $341K | Sell |
2,424
-153
| -6% | -$21.5K | 0.03% | 202 |
|
|
2020
Q4 | $365K | Sell |
2,577
-61
| -2% | -$8.64K | 0.04% | 176 |
|
|
2020
Q3 | $388K | Sell |
2,638
-70
| -3% | -$10.3K | 0.05% | 146 |
|
|
2020
Q2 | $363K | Sell |
2,708
-7
| -0.3% | -$938 | 0.05% | 142 |
|
|
2020
Q1 | $330K | Buy |
+2,715
| New | +$330K | 0.05% | 141 |
|