YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,144
| Closed | -$238K | – | 266 |
|
|
2022
Q3 | $238K | Buy |
+3,144
| New | +$238K | 0.06% | 241 |
|
|
2021
Q4 | – | Sell |
-1,864
| Closed | -$227K | – | 282 |
|
|
2021
Q3 | $227K | Buy |
1,864
+162
| +10% | +$19.7K | 0.06% | 244 |
|
|
2021
Q2 | $241K | Buy |
1,702
+175
| +11% | +$24.8K | 0.06% | 233 |
|
|
2021
Q1 | $215K | Sell |
1,527
-2
| -0.1% | -$282 | 0.06% | 234 |
|
|
2020
Q4 | $216K | Buy |
1,529
+102
| +7% | +$14.4K | 0.07% | 199 |
|
|
2020
Q3 | $210K | Buy |
+1,427
| New | +$210K | 0.09% | 165 |
|
|
2018
Q1 | – | Sell |
-93
| Closed | -$9K | – | 851 |
|
|
2017
Q4 | $9K | Hold |
93
| – | – | ﹤0.01% | 642 |
|
|
2017
Q3 | $9K | Hold |
93
| – | – | ﹤0.01% | 648 |
|
|
2017
Q2 | $8K | Hold |
93
| – | – | ﹤0.01% | 657 |
|
|
2017
Q1 | $8K | Hold |
93
| – | – | ﹤0.01% | 641 |
|
|
2016
Q4 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 644 |
|