Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-22,010
| Closed | -$539K | – | 564 |
|
|
2018
Q3 | $539K | Buy |
+22,010
| New | +$539K | 0.25% | 126 |
|
|
2017
Q4 | – | Sell |
-23,682
| Closed | -$427K | – | 465 |
|
|
2017
Q3 | $427K | Buy |
+23,682
| New | +$427K | 0.42% | 66 |
|
|
2017
Q2 | – | Sell |
-25,170
| Closed | -$390K | – | 489 |
|
|
2017
Q1 | $390K | Buy |
25,170
+5,258
| +26% | +$81.5K | 0.23% | 163 |
|
|
2016
Q4 | $283K | Buy |
+19,912
| New | +$283K | 0.18% | 280 |
|