TW
Transform Wealth’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,343
| Closed | -$347K | – | 248 |
|
|
2023
Q2 | $347K | Buy |
6,343
+59
| +0.9% | +$3.23K | 0.03% | 201 |
|
|
2023
Q1 | $341K | Buy |
6,284
+229
| +4% | +$12.4K | 0.03% | 201 |
|
|
2022
Q4 | $411K | Buy |
6,055
+1,452
| +32% | +$98.5K | 0.05% | 157 |
|
|
2022
Q3 | $348K | Sell |
4,603
-125
| -3% | -$9.45K | 0.05% | 144 |
|
|
2022
Q2 | $433K | Sell |
4,728
-614
| -11% | -$56.2K | 0.06% | 139 |
|
|
2022
Q1 | $536K | Buy |
+5,342
| New | +$536K | 0.06% | 149 |
|
|
2021
Q3 | – | Sell |
-1,900
| Closed | -$269K | – | 227 |
|
|
2021
Q2 | $269K | Buy |
+1,900
| New | +$269K | 0.03% | 205 |
|
|
2020
Q4 | – | Sell |
-1,900
| Closed | -$280K | – | 209 |
|
|
2020
Q3 | $280K | Buy |
+1,900
| New | +$280K | 0.05% | 185 |
|