Strategic Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69K | Buy |
+95
| New | +$7.69K | ﹤0.01% | 827 |
|
|
2021
Q4 | – | Sell |
-6,856
| Closed | -$834K | – | 289 |
|
|
2021
Q3 | $834K | Buy |
6,856
+1,496
| +28% | +$182K | 0.24% | 108 |
|
|
2021
Q2 | $759K | Buy |
5,360
+9
| +0.2% | +$1.27K | 0.25% | 103 |
|
|
2021
Q1 | $752K | Buy |
+5,351
| New | +$752K | 0.3% | 86 |
|
|
2020
Q3 | – | Sell |
-8,878
| Closed | -$1.19M | – | 155 |
|
|
2020
Q2 | $1.19M | Buy |
8,878
+1,773
| +25% | +$238K | 0.62% | 48 |
|
|
2020
Q1 | $988K | Hold |
7,105
| – | – | 0.51% | 57 |
|
|
2019
Q4 | $988K | Buy |
7,105
+879
| +14% | +$122K | 0.51% | 57 |
|
|
2019
Q3 | $30K | Buy |
6,226
+6,191
| +17,689% | +$29.8K | 0.15% | 104 |
|
|
2019
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 660 |
|