Lucus 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
Q1 | – | Sell |
-20,804
| Closed | -$348K | – | 286 |
|
2017
Q4 | $348K | Buy |
20,804
+1,352
| +7% | +$22.6K | 0.51% | 18 |
|
2017
Q3 | $351K | Buy |
+19,452
| New | +$351K | 0.49% | 46 |
|
2017
Q2 | – | Sell |
-26,097
| Closed | -$405K | – | 304 |
|
2017
Q1 | $405K | Buy |
26,097
+15,286
| +141% | +$237K | 0.37% | 169 |
|
2016
Q4 | $153K | Buy |
+10,811
| New | +$153K | 0.36% | 51 |
|