TRUE Private Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-193
| Closed | -$27K | – | 405 |
|
2020
Q4 | $27K | Buy |
193
+1
| +0.5% | +$140 | ﹤0.01% | 415 |
|
2020
Q3 | $28K | Hold |
192
| – | – | ﹤0.01% | 392 |
|
2020
Q2 | $25K | Buy |
192
+1
| +0.5% | +$130 | ﹤0.01% | 394 |
|
2020
Q1 | $23K | Sell |
191
-875
| -82% | -$105K | ﹤0.01% | 365 |
|
2019
Q4 | $148K | Buy |
+1,066
| New | +$148K | 0.02% | 252 |
|
2019
Q3 | – | Sell |
-25
| Closed | -$3K | – | 403 |
|
2019
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 684 |
|
2018
Q4 | – | Sell |
-317
| Closed | -$34.6K | – | 487 |
|
2018
Q3 | $34.6K | Buy |
+317
| New | +$34.6K | ﹤0.01% | 522 |
|