SWM
SVA Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.55M | Sell |
18,046
-262
| -1% | -$37.1K | 0.22% | 82 |
|
|
2020
Q3 | $2.7M | Sell |
18,308
-78
| -0.4% | -$11.5K | 0.27% | 72 |
|
|
2020
Q2 | $2.47M | Buy |
18,386
+1,156
| +7% | +$155K | 0.26% | 74 |
|
|
2020
Q1 | $2.1M | Sell |
17,230
-3,777
| -18% | -$459K | 0.24% | 75 |
|
|
2019
Q4 | $2.92M | Hold |
21,007
| – | – | 0.27% | 75 |
|
|
2019
Q3 | $2.79M | Hold |
21,007
| – | – | 0.27% | 75 |
|
|
2019
Q2 | $2.58M | Sell |
21,007
-130
| -0.6% | -$15.9K | 0.25% | 79 |
|
|
2019
Q1 | $2.39M | Sell |
21,137
-975
| -4% | -$110K | 0.23% | 88 |
|
|
2018
Q4 | $2.27M | Sell |
22,112
-200
| -0.9% | -$20.5K | 0.26% | 86 |
|
|
2018
Q3 | $2.43M | Buy |
22,312
+189
| +0.9% | +$20.6K | 0.25% | 83 |
|
|
2018
Q2 | $2.35M | Sell |
22,123
-1,587
| -7% | -$168K | 0.25% | 84 |
|
|
2018
Q1 | $2.21M | Buy |
23,710
+853
| +4% | +$79.7K | 0.27% | 86 |
|
|
2017
Q4 | $2.15M | Sell |
22,857
-853
| -4% | -$80.3K | 0.25% | 90 |
|
|
2017
Q3 | $2.21M | Sell |
23,710
-59
| -0.2% | -$5.51K | 0.27% | 86 |
|
|
2017
Q2 | $2.03M | Sell |
23,769
-100
| -0.4% | -$8.54K | 0.26% | 88 |
|
|
2017
Q1 | $1.9M | Buy |
23,869
+6,462
| +37% | +$514K | 0.26% | 85 |
|
|
2016
Q4 | $1.32M | Sell |
17,407
-667
| -4% | -$50.5K | 0.2% | 99 |
|
|
2016
Q3 | $1.39M | Sell |
18,074
-132
| -0.7% | -$10.2K | 0.22% | 92 |
|
|
2016
Q2 | $1.34M | Buy |
18,206
+3,069
| +20% | +$226K | 0.22% | 96 |
|
|
2016
Q1 | $958K | Buy |
15,137
+806
| +6% | +$51K | 0.16% | 108 |
|
|
2015
Q4 | $868K | Hold |
14,331
| – | – | 0.15% | 123 |
|
|
2015
Q3 | $961K | Sell |
14,331
-200
| -1% | -$13.4K | 0.18% | 115 |
|
|
2015
Q2 | $898K | Sell |
14,531
-778
| -5% | -$48.1K | 0.17% | 121 |
|
|
2015
Q1 | $1.04M | Buy |
15,309
+1,843
| +14% | +$125K | 0.19% | 114 |
|
|
2014
Q4 | $838K | Buy |
+13,466
| New | +$838K | 0.3% | 78 |
|