WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.24K | Buy |
102
+20
| +24% | +$1.62K | ﹤0.01% | 621 |
|
|
2024
Q3 | $6.87K | Hold |
82
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $6.18K | Buy |
82
+13
| +19% | +$980 | ﹤0.01% | 680 |
|
|
2024
Q1 | $5.12K | Buy |
+69
| New | +$5.12K | ﹤0.01% | 712 |
|
|
2023
Q4 | – | Sell |
-278
| Closed | -$15.4K | – | 420 |
|
|
2023
Q3 | $15.4K | Hold |
278
| – | – | 0.01% | 468 |
|
|
2023
Q2 | $15.2K | Buy |
278
+239
| +613% | +$13.1K | 0.01% | 476 |
|
|
2023
Q1 | $2.12K | Buy |
+39
| New | +$2.12K | ﹤0.01% | 767 |
|