Berman Capital Advisors’s First Data Corporation FDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-651
| Closed | -$17K | – | 1712 |
|
|
2019
Q2 | $17K | Sell |
651
-2,542
| -80% | -$66.4K | 0.01% | 570 |
|
|
2019
Q1 | $82K | Sell |
3,193
-5,213
| -62% | -$134K | 0.03% | 218 |
|
|
2018
Q4 | $140K | Buy |
+8,406
| New | +$140K | 0.06% | 135 |
|
|
2018
Q3 | – | Sell |
-10,833
| Closed | -$215K | – | 132 |
|
|
2018
Q2 | $215K | Sell |
10,833
-1,078
| -9% | -$21.4K | 0.07% | 105 |
|
|
2018
Q1 | $199K | Buy |
+11,911
| New | +$199K | 0.08% | 106 |
|