WealthSource Partners’s Fidelity National Information Services FIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,322
Closed -$213K 509
2022
Q2
$213K Sell
2,322
-226
-9% -$20.7K 0.02% 475
2022
Q1
$256K Buy
2,548
+209
+9% +$21K 0.02% 493
2021
Q4
$255K Sell
2,339
-520
-18% -$56.7K 0.02% 469
2021
Q3
$348K Sell
2,859
-355
-11% -$43.2K 0.03% 358
2021
Q2
$455K Buy
3,214
+365
+13% +$51.7K 0.04% 286
2021
Q1
$401K Buy
2,849
+389
+16% +$54.8K 0.04% 282
2020
Q4
$348K Buy
2,460
+244
+11% +$34.5K 0.04% 264
2020
Q3
$326K Buy
2,216
+297
+15% +$43.7K 0.04% 247
2020
Q2
$257K Buy
+1,919
New +$257K 0.04% 271