WWA
WCG Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38,604
| Closed | -$2.32M | – | 277 |
|
|
2023
Q4 | $2.32M | Sell |
38,604
-5,348
| -12% | -$321K | 0.17% | 120 |
|
|
2023
Q3 | $2.47M | Buy |
43,952
+1,235
| +3% | +$69.3K | 0.18% | 120 |
|
|
2023
Q2 | $2.34M | Buy |
42,717
+2,602
| +6% | +$142K | 0.27% | 72 |
|
|
2023
Q1 | $2.18M | Buy |
40,115
+5,494
| +16% | +$298K | 0.28% | 75 |
|
|
2022
Q4 | $2.35M | Buy |
34,621
+3,611
| +12% | +$245K | 0.32% | 65 |
|
|
2022
Q3 | $2.51M | Sell |
31,010
-668
| -2% | -$54K | 0.33% | 66 |
|
|
2022
Q2 | $2.9M | Buy |
+31,678
| New | +$2.9M | 0.4% | 57 |
|