SWA
Sutton Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14K | Buy |
253
+55
| +28% | +$3.04K | 0.01% | 415 |
|
|
2023
Q2 | $10.8K | Buy |
198
+42
| +27% | +$2.3K | 0.01% | 445 |
|
|
2023
Q1 | $8.48K | Sell |
156
-2,940
| -95% | -$160K | ﹤0.01% | 453 |
|
|
2022
Q4 | $210K | Buy |
3,096
+221
| +8% | +$15K | 0.08% | 167 |
|
|
2022
Q3 | $217K | Sell |
2,875
-120
| -4% | -$9.07K | 0.09% | 164 |
|
|
2022
Q2 | $275K | Buy |
2,995
+90
| +3% | +$8.25K | 0.11% | 131 |
|
|
2022
Q1 | $292K | Buy |
2,905
+44
| +2% | +$4.42K | 0.1% | 142 |
|
|
2021
Q4 | $312K | Sell |
2,861
-24
| -0.8% | -$2.62K | 0.1% | 130 |
|
|
2021
Q3 | $351K | Sell |
2,885
-19
| -0.7% | -$2.31K | 0.13% | 118 |
|
|
2021
Q2 | $411K | Sell |
2,904
-5
| -0.2% | -$708 | 0.15% | 106 |
|
|
2021
Q1 | $409K | Sell |
2,909
-21
| -0.7% | -$2.95K | 0.16% | 100 |
|
|
2020
Q4 | $414K | Buy |
2,930
+15
| +0.5% | +$2.12K | 0.18% | 95 |
|
|
2020
Q3 | $429K | Hold |
2,915
| – | – | 0.21% | 83 |
|
|
2020
Q2 | $391K | Buy |
2,915
+21
| +0.7% | +$2.82K | 0.2% | 83 |
|
|
2020
Q1 | $352K | Buy |
2,894
+40
| +1% | +$4.87K | 0.22% | 76 |
|
|
2019
Q4 | $397K | Hold |
2,854
| – | – | 0.2% | 86 |
|
|
2019
Q3 | $379K | Buy |
2,854
+4
| +0.1% | +$531 | 0.21% | 85 |
|
|
2019
Q2 | $350K | Hold |
2,850
| – | – | 0.2% | 91 |
|
|
2019
Q1 | $322K | Buy |
2,850
+13
| +0.5% | +$1.47K | 0.19% | 97 |
|
|
2018
Q4 | $291K | Hold |
2,837
| – | – | 0.19% | 94 |
|
|
2018
Q3 | $309K | Hold |
2,837
| – | – | 0.2% | 89 |
|
|
2018
Q2 | $301K | Hold |
2,837
| – | – | 0.21% | 83 |
|
|
2018
Q1 | $273K | Hold |
2,837
| – | – | 0.2% | 86 |
|
|
2017
Q4 | $267K | Sell |
2,837
-12
| -0.4% | -$1.13K | 0.2% | 90 |
|
|
2017
Q3 | $266K | Hold |
2,849
| – | – | 0.2% | 86 |
|
|
2017
Q2 | $243K | Buy |
2,849
+13
| +0.5% | +$1.11K | 0.19% | 85 |
|
|
2017
Q1 | $226K | Hold |
2,836
| – | – | 0.19% | 90 |
|
|
2016
Q4 | $215K | Hold |
2,836
| – | – | 0.19% | 91 |
|
|
2016
Q3 | $218K | Hold |
2,836
| – | – | 0.2% | 83 |
|
|
2016
Q2 | $209K | Hold |
2,836
| – | – | 0.2% | 88 |
|
|
2016
Q1 | $180K | Buy |
+2,836
| New | +$180K | 0.17% | 99 |
|