J.P. Morgan Private Wealth 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 |
-51,228
| Closed | -$1.39M | – | 1521 |
|
|
2019
Q2 | $1.39M | Sell |
51,228
-662
| -1% | -$17.9K | 0.01% | 669 |
|
|
2019
Q1 | $1.36M | Sell |
51,890
-33,544
| -39% | -$881K | 0.01% | 702 |
|
|
2018
Q4 | $1.45M | Sell |
85,434
-14,272
| -14% | -$241K | 0.01% | 642 |
|
|
2018
Q3 | $2.44M | Buy |
99,706
+592
| +0.6% | +$14.5K | 0.01% | 583 |
|
|
2018
Q2 | $2.07M | Sell |
99,114
-42,802
| -30% | -$896K | 0.01% | 598 |
|
|
2018
Q1 | $2.27M | Buy |
141,916
+122,331
| +625% | +$1.96M | 0.02% | 454 |
|
|
2017
Q4 | $327K | Buy |
19,585
+9,268
| +90% | +$155K | ﹤0.01% | 1021 |
|
|
2017
Q3 | $186K | Buy |
+10,317
| New | +$186K | ﹤0.01% | 1166 |
|