Lee, Danner & Bass’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 |
-36,250
| Closed | -$981K | – | 183 |
|
|
2019
Q2 | $981K | Buy |
36,250
+50
| +0.1% | +$1.35K | 0.1% | 111 |
|
|
2019
Q1 | $951K | Sell |
36,200
-1,200
| -3% | -$31.5K | 0.1% | 112 |
|
|
2018
Q4 | $632K | Sell |
37,400
-600
| -2% | -$10.1K | 0.07% | 130 |
|
|
2018
Q3 | $930K | Hold |
38,000
| – | – | 0.09% | 120 |
|
|
2018
Q2 | $795K | Hold |
38,000
| – | – | 0.08% | 122 |
|
|
2018
Q1 | $608K | Buy |
38,000
+11,000
| +41% | +$176K | 0.06% | 133 |
|
|
2017
Q4 | $451K | Buy |
+27,000
| New | +$451K | 0.05% | 135 |
|