Independent Advisor Alliance’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 |
-10,939
| Closed | -$296K | – | 490 |
|
2019
Q2 | $296K | Sell |
10,939
-731
| -6% | -$19.8K | 0.04% | 301 |
|
2019
Q1 | $307K | Sell |
11,670
-3,734
| -24% | -$98.2K | 0.04% | 309 |
|
2018
Q4 | $260K | Buy |
15,404
+1,201
| +8% | +$20.3K | 0.05% | 315 |
|
2018
Q3 | $337K | Sell |
14,203
-2,255
| -14% | -$53.5K | 0.06% | 236 |
|
2018
Q2 | $339K | Buy |
+16,458
| New | +$339K | 0.07% | 222 |
|