IFP 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Hold |
0
| – | – | – | 5860 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 5672 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 5486 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 5228 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 5014 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 4761 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 4600 |
|
2019
Q1 | $5K | Sell |
199
-51,582
| -100% | -$1.3M | ﹤0.01% | 1906 |
|
2018
Q4 | $877K | Buy |
51,781
+9,938
| +24% | +$168K | 0.05% | 377 |
|
2018
Q3 | $1.02M | Buy |
41,843
+3,620
| +9% | +$88.6K | 0.04% | 420 |
|
2018
Q2 | $800K | Buy |
38,223
+36,623
| +2,289% | +$767K | 0.03% | 486 |
|
2018
Q1 | $27K | Hold |
1,600
| – | – | ﹤0.01% | 2210 |
|
2017
Q4 | $27K | Sell |
1,600
-1,211
| -43% | -$20.4K | ﹤0.01% | 2206 |
|
2017
Q3 | $51K | Sell |
2,811
-700
| -20% | -$12.7K | ﹤0.01% | 1972 |
|
2017
Q2 | $64K | Buy |
3,511
+3,500
| +31,818% | +$63.8K | ﹤0.01% | 1789 |
|
2017
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 4353 |
|
2016
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 4342 |
|
2016
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 4286 |
|
2016
Q2 | $0 | Sell |
11
-188
| -94% | – | ﹤0.01% | 4516 |
|
2016
Q1 | $5K | Sell |
199
-749
| -79% | -$18.8K | ﹤0.01% | 1906 |
|
2015
Q4 | $15K | Buy |
+948
| New | +$15K | ﹤0.01% | 2351 |
|