SWA
SOA Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268 | Hold |
3
| – | – | ﹤0.01% | 812 |
|
|
2025
Q1 | $245 | Hold |
3
| – | – | ﹤0.01% | 821 |
|
|
2024
Q4 | $264 | Hold |
3
| – | – | ﹤0.01% | 808 |
|
|
2024
Q3 | $272 | Hold |
3
| – | – | ﹤0.01% | 778 |
|
|
2024
Q2 | $244 | Sell |
3
-1
| -25% | -$81 | ﹤0.01% | 796 |
|
|
2024
Q1 | $313 | Hold |
4
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $252 | Hold |
4
| – | – | ﹤0.01% | 838 |
|
|
2023
Q3 | $231 | Hold |
4
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $227 | Sell |
4
-40
| -91% | -$2.27K | ﹤0.01% | 871 |
|
|
2023
Q1 | $2.4K | Hold |
44
| – | – | ﹤0.01% | 707 |
|
|
2022
Q4 | $2.99K | Hold |
44
| – | – | ﹤0.01% | 687 |
|
|
2022
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $4K | Sell |
44
-49
| -53% | -$4.46K | ﹤0.01% | 612 |
|
|
2022
Q1 | $9K | Hold |
93
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $10K | Hold |
93
| – | – | ﹤0.01% | 569 |
|
|
2021
Q3 | $11K | Buy |
93
+1
| +1% | +$118 | ﹤0.01% | 569 |
|
|
2021
Q2 | $13K | Buy |
92
+52
| +130% | +$7.35K | ﹤0.01% | 523 |
|
|
2021
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 615 |
|
|
2020
Q4 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 608 |
|