UIA
Ulland Investment Advisors’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 |
-1,850
| Closed | -$139K | – | 208 |
|
|
2024
Q2 | $139K | Sell |
1,850
-20
| -1% | -$1.5K | 0.1% | 72 |
|
|
2024
Q1 | $139K | Hold |
1,870
| – | – | 0.11% | 72 |
|
|
2023
Q4 | $112K | Buy |
1,870
+100
| +6% | +$5.99K | 0.11% | 75 |
|
|
2023
Q3 | $98K | Sell |
1,770
-108
| -6% | -$5.98K | 0.11% | 75 |
|
|
2023
Q2 | $103K | Buy |
1,878
+970
| +107% | +$53.2K | 0.11% | 76 |
|
|
2023
Q1 | $49K | Sell |
908
-9,269
| -91% | -$500K | 0.06% | 93 |
|
|
2022
Q4 | $691K | Sell |
10,177
-7,405
| -42% | -$503K | 0.83% | 31 |
|
|
2022
Q3 | $1.33M | Sell |
17,582
-2,904
| -14% | -$220K | 1.45% | 25 |
|
|
2022
Q2 | $1.88M | Sell |
20,486
-353
| -2% | -$32.4K | 1.92% | 17 |
|
|
2022
Q1 | $2.09M | Sell |
20,839
-286
| -1% | -$28.7K | 1.57% | 22 |
|
|
2021
Q4 | $2.31M | Buy |
+21,125
| New | +$2.31M | 1.47% | 21 |
|