Wealthspire Advisors (Maryland)’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
Q3 | $1.21M | Sell |
8,243
-446
| -5% | -$65.6K | 0.04% | 171 |
|
|
2020
Q2 | $1.17M | Buy |
8,689
+202
| +2% | +$27.1K | 0.08% | 141 |
|
|
2020
Q1 | $1.03M | Sell |
8,487
-10,958
| -56% | -$1.33M | 0.09% | 127 |
|
|
2019
Q4 | $2.71M | Buy |
19,445
+11,900
| +158% | +$1.66M | 0.18% | 81 |
|
|
2019
Q3 | $1M | Buy |
7,545
+1,590
| +27% | +$211K | 0.07% | 142 |
|
|
2019
Q2 | $731K | Sell |
5,955
-606
| -9% | -$74.4K | 0.05% | 184 |
|
|
2019
Q1 | $742K | Sell |
6,561
-325
| -5% | -$36.8K | 0.06% | 181 |
|
|
2018
Q4 | $706K | Buy |
6,886
+642
| +10% | +$65.8K | 0.06% | 163 |
|
|
2018
Q3 | $681K | Sell |
6,244
-161
| -3% | -$17.6K | 0.06% | 192 |
|
|
2018
Q2 | $679K | Sell |
6,405
-363
| -5% | -$38.5K | 0.06% | 183 |
|
|
2018
Q1 | $652K | Sell |
6,768
-550
| -8% | -$53K | 0.06% | 199 |
|
|
2017
Q4 | $689K | Buy |
7,318
+509
| +7% | +$47.9K | 0.07% | 197 |
|
|
2017
Q3 | $636K | Buy |
6,809
+160
| +2% | +$14.9K | 0.07% | 200 |
|
|
2017
Q2 | $568K | Sell |
6,649
-552
| -8% | -$47.2K | 0.07% | 200 |
|
|
2017
Q1 | $573K | Buy |
7,201
+464
| +7% | +$36.9K | 0.08% | 160 |
|
|
2016
Q4 | $510K | Buy |
6,737
+1,022
| +18% | +$77.4K | 0.08% | 174 |
|
|
2016
Q3 | $440K | Buy |
5,715
+90
| +2% | +$6.93K | 0.07% | 192 |
|
|
2016
Q2 | $414K | Sell |
5,625
-337
| -6% | -$24.8K | 0.07% | 197 |
|
|
2016
Q1 | $377K | Buy |
5,962
+259
| +5% | +$16.4K | 0.07% | 202 |
|
|
2015
Q4 | $346K | Buy |
+5,703
| New | +$346K | 0.06% | 226 |
|