SVA Wealth Management’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 |
-8,610
| Closed | -$233K | – | 207 |
|
|
2019
Q2 | $233K | Sell |
8,610
-10,495
| -55% | -$284K | 0.02% | 194 |
|
|
2019
Q1 | $502K | Sell |
19,105
-48,183
| -72% | -$1.27M | 0.05% | 152 |
|
|
2018
Q4 | $1.14M | Sell |
67,288
-17,681
| -21% | -$299K | 0.13% | 112 |
|
|
2018
Q3 | $2.08M | Buy |
84,969
+2,276
| +3% | +$55.7K | 0.21% | 89 |
|
|
2018
Q2 | $1.73M | Sell |
82,693
-12,096
| -13% | -$253K | 0.19% | 96 |
|
|
2018
Q1 | $1.71M | Buy |
94,789
+9,610
| +11% | +$173K | 0.21% | 100 |
|
|
2017
Q4 | $1.42M | Sell |
85,179
-9,610
| -10% | -$161K | 0.17% | 106 |
|
|
2017
Q3 | $1.71M | Buy |
+94,789
| New | +$1.71M | 0.21% | 100 |
|