Tolleson Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,439
| Closed | -$327K | – | 66 |
|
|
2020
Q2 | $327K | Hold |
2,439
| – | – | 0.14% | 47 |
|
|
2020
Q1 | $297K | Hold |
2,439
| – | – | 0.13% | 46 |
|
|
2019
Q4 | $339K | Sell |
2,439
-4,484
| -65% | -$623K | 0.16% | 47 |
|
|
2019
Q3 | $919K | Buy |
+6,923
| New | +$919K | 0.5% | 25 |
|