Shepherd Financial Partners’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 |
-39,556
| Closed | -$1.07M | – | 133 |
|
|
2019
Q2 | $1.07M | Sell |
39,556
-240
| -0.6% | -$6.5K | 0.2% | 60 |
|
|
2019
Q1 | $1.05M | Sell |
39,796
-477
| -1% | -$12.5K | 0.2% | 60 |
|
|
2018
Q4 | $683K | Sell |
40,273
-103
| -0.3% | -$1.75K | 0.15% | 73 |
|
|
2018
Q3 | $844K | Hold |
40,376
| – | – | 0.19% | 67 |
|
|
2018
Q2 | $850K | Sell |
40,376
-1,441
| -3% | -$30.3K | 0.19% | 67 |
|
|
2018
Q1 | $670K | Sell |
41,817
-8,445
| -17% | -$135K | 0.17% | 65 |
|
|
2017
Q4 | $838K | Sell |
50,262
-17,256
| -26% | -$288K | 0.2% | 63 |
|
|
2017
Q3 | $1.21M | Sell |
67,518
-135
| -0.2% | -$2.43K | 0.28% | 50 |
|
|
2017
Q2 | $1.24M | Sell |
67,653
-248
| -0.4% | -$4.54K | 0.3% | 50 |
|
|
2017
Q1 | $1.01M | Buy |
67,901
+141
| +0.2% | +$2.1K | 0.26% | 54 |
|
|
2016
Q4 | $1.01M | Buy |
+67,760
| New | +$1.01M | 0.29% | 56 |
|