Plante Moran Financial 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
Q2 | – | Sell |
-455
| Closed | -$7K | – | 1032 |
|
|
2018
Q1 | $7K | Hold |
455
| – | – | ﹤0.01% | 679 |
|
|
2017
Q4 | $8K | Hold |
455
| – | – | ﹤0.01% | 645 |
|
|
2017
Q3 | $8K | Hold |
455
| – | – | ﹤0.01% | 591 |
|
|
2017
Q2 | $8K | Hold |
455
| – | – | 0.01% | 607 |
|
|
2017
Q1 | $7K | Sell |
455
-1,545
| -77% | -$23.8K | ﹤0.01% | 665 |
|
|
2016
Q4 | $28K | Sell |
2,000
-100
| -5% | -$1.4K | 0.02% | 426 |
|
|
2016
Q3 | $28K | Buy |
2,100
+2,000
| +2,000% | +$26.7K | 0.02% | 419 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 894 |
|
|
2016
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 842 |
|