Clear Perspective 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 |
-14,467
| Closed | -$392K | – | 191 |
|
|
2019
Q2 | $392K | Hold |
14,467
| – | – | 0.25% | 94 |
|
|
2019
Q1 | $363K | Sell |
14,467
-2,000
| -12% | -$50.2K | 0.26% | 95 |
|
|
2018
Q4 | $278K | Buy |
+16,467
| New | +$278K | 0.23% | 106 |
|
|
2018
Q3 | – | Sell |
-2,854
| Closed | -$60K | – | 493 |
|
|
2018
Q2 | $60K | Hold |
2,854
| – | – | 0.04% | 235 |
|
|
2018
Q1 | $46K | Buy |
+2,854
| New | +$46K | 0.03% | 249 |
|