Carson Wealth (CWM LLC)’s First Data Corporation FDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-444,547
| Closed | -$7.52M | – | 3506 |
|
|
2018
Q4 | $7.52M | Sell |
444,547
-20,797
| -4% | -$352K | 0.19% | 111 |
|
|
2018
Q3 | $11.4M | Buy |
+465,344
| New | +$11.4M | 0.29% | 92 |
|
|
2018
Q2 | – | Sell |
-109
| Closed | -$2K | – | 1849 |
|
|
2018
Q1 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 1232 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 1647 |
|
|
2017
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1400 |
|