SWS
SYSTM Wealth Solutions’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-184
| Closed | -$13.9K | – | 289 |
|
|
2024
Q2 | $13.9K | Sell |
184
-20,013
| -99% | -$1.51M | ﹤0.01% | 425 |
|
|
2024
Q1 | $1.5M | Buy |
20,197
+297
| +1% | +$22K | 0.19% | 153 |
|
|
2023
Q4 | $1.2M | Buy |
19,900
+7,059
| +55% | +$424K | 0.17% | 169 |
|
|
2023
Q3 | $710K | Sell |
12,841
-8,251
| -39% | -$456K | 0.11% | 230 |
|
|
2023
Q2 | $1.15M | Sell |
21,092
-4,377
| -17% | -$239K | 0.16% | 179 |
|
|
2023
Q1 | $1.38M | Sell |
25,469
-51,015
| -67% | -$2.77M | 0.21% | 127 |
|
|
2022
Q4 | $5.19M | Buy |
+76,484
| New | +$5.19M | 0.65% | 31 |
|