SWM
Sugarloaf Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-325
| Closed | -$19.5K | – | 696 |
|
|
2023
Q4 | $19.5K | Sell |
325
-661
| -67% | -$39.7K | ﹤0.01% | 398 |
|
|
2023
Q3 | $54.5K | Sell |
986
-336
| -25% | -$18.6K | 0.01% | 281 |
|
|
2023
Q2 | $72.3K | Sell |
1,322
-1,073
| -45% | -$58.7K | 0.02% | 242 |
|
|
2023
Q1 | $130K | Buy |
2,395
+349
| +17% | +$19K | 0.03% | 176 |
|
|
2022
Q4 | $139K | Sell |
2,046
-20,479
| -91% | -$1.39M | 0.03% | 161 |
|
|
2022
Q3 | $1.71M | Buy |
22,525
+1,527
| +7% | +$116K | 0.44% | 37 |
|
|
2022
Q2 | $1.93M | Buy |
20,998
+3,622
| +21% | +$332K | 0.48% | 36 |
|
|
2022
Q1 | $1.77M | Buy |
17,376
+2,578
| +17% | +$263K | 0.42% | 36 |
|
|
2021
Q4 | $1.62M | Buy |
14,798
+1,724
| +13% | +$188K | 0.38% | 37 |
|
|
2021
Q3 | $1.59M | Buy |
13,074
+2,198
| +20% | +$267K | 0.42% | 37 |
|
|
2021
Q2 | $1.54M | Buy |
10,876
+1,047
| +11% | +$149K | 0.42% | 37 |
|
|
2021
Q1 | $1.38K | Buy |
9,829
+3,086
| +46% | +$434 | 0.41% | 35 |
|
|
2020
Q4 | $954K | Buy |
6,743
+575
| +9% | +$81.4K | 0.32% | 45 |
|
|
2020
Q3 | $913K | Buy |
6,168
+1,407
| +30% | +$208K | 0.33% | 44 |
|
|
2020
Q2 | $638K | Buy |
+4,761
| New | +$638K | 0.24% | 53 |
|