TrueWealth LLC’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 |
-340
| Closed | -$9K | – | 767 |
|
|
2019
Q2 | $9K | Hold |
340
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $9K | Hold |
340
| – | – | ﹤0.01% | 488 |
|
|
2018
Q4 | $6K | Hold |
340
| – | – | ﹤0.01% | 533 |
|
|
2018
Q3 | $8K | Hold |
340
| – | – | ﹤0.01% | 538 |
|
|
2018
Q2 | $7K | Hold |
340
| – | – | ﹤0.01% | 569 |
|
|
2018
Q1 | $5K | Hold |
340
| – | – | ﹤0.01% | 601 |
|
|
2017
Q4 | $6K | Buy |
+340
| New | +$6K | ﹤0.01% | 645 |
|