TrueWealth LLC’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $84K | Sell |
623
-8
| -1% | -$1.08K | 0.04% | 214 |
|
|
2020
Q1 | $77K | Sell |
631
-86
| -12% | -$10.5K | 0.04% | 208 |
|
|
2019
Q4 | $100K | Hold |
717
| – | – | 0.04% | 204 |
|
|
2019
Q3 | $95K | Buy |
717
+45
| +7% | +$5.96K | 0.04% | 207 |
|
|
2019
Q2 | $82K | Buy |
672
+41
| +6% | +$5K | 0.04% | 217 |
|
|
2019
Q1 | $71K | Buy |
631
+44
| +7% | +$4.95K | 0.03% | 227 |
|
|
2018
Q4 | $60K | Hold |
587
| – | – | 0.03% | 230 |
|
|
2018
Q3 | $64K | Hold |
587
| – | – | 0.03% | 236 |
|
|
2018
Q2 | $62K | Hold |
587
| – | – | 0.03% | 236 |
|
|
2018
Q1 | $56K | Buy |
587
+1
| +0.2% | +$95 | 0.03% | 245 |
|
|
2017
Q4 | $55K | Buy |
+586
| New | +$55K | 0.03% | 280 |
|