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Holdings
Financial Planning & Information Services, Inc.
Changes:
All
|
New
|
Increased
|
Decreased
|
Sold Out
Portfolio as of:
Most recent
06/30/2023
12/31/2022
09/30/2022
06/30/2022
03/31/2022
09/30/2021
06/30/2021
03/31/2021
09/30/2020
06/30/2020
03/31/2020
12/31/2019
09/30/2019
06/30/2019
03/31/2019
12/31/2018
09/30/2018
06/30/2018
03/31/2018
12/31/2017
09/30/2017
06/30/2017
03/31/2017
12/31/2016
09/30/2016
06/30/2016
03/31/2016
12/31/2015
09/30/2015
06/30/2015
03/31/2015
12/31/2014
09/30/2014
06/30/2014
03/31/2014
12/31/2013
Name
Ticker
Class
Shares
Change
Value
Change
% Port
% OS
Hist
Date
Fidelity National Information Services, Inc.
FIS
Common
0
-4,085
0
-374,000
0.00
0.00
Hist
06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP
MUB
ETF
0
-2,203
0
-234,000
0.00
0.00
Hist
06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP
IBM
Common
0
-1,657
0
-234,000
0.00
0.00
Hist
06/30/2023
CIGNA CORP
CI
Com
0
-857
0
-226,000
0.00
0.00
Hist
06/30/2023
AMGEN INC
AMGN
Common
0
-845
0
-206,000
0.00
0.00
Hist
06/30/2023
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