WP
WMS Partners’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,507
| Closed | -$249K | – | 260 |
|
|
2023
Q3 | $249K | Hold |
4,507
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $247K | Buy |
+4,507
| New | +$247K | 0.02% | 249 |
|
|
2022
Q3 | – | Sell |
-2,452
| Closed | -$225K | – | 268 |
|
|
2022
Q2 | $225K | Buy |
+2,452
| New | +$225K | 0.04% | 214 |
|
|
2021
Q4 | – | Sell |
-2,464
| Closed | -$300K | – | 233 |
|
|
2021
Q3 | $300K | Buy |
2,464
+994
| +68% | +$121K | 0.04% | 215 |
|
|
2021
Q2 | $208K | Hold |
1,470
| – | – | 0.03% | 243 |
|
|
2021
Q1 | $207K | Buy |
+1,470
| New | +$207K | 0.05% | 210 |
|