Valeo Financial Advisors’s First Data Corporation FDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-116
| Closed | -$4K | – | 1815 |
|
|
2019
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 1377 |
|
|
2019
Q1 | $3K | Sell |
116
-1,798
| -94% | -$42.7K | ﹤0.01% | 1330 |
|
|
2018
Q4 | $32K | Sell |
1,914
-1,705
| -47% | -$33.2K | ﹤0.01% | 601 |
|
|
2018
Q3 | $68K | Buy |
3,619
+3,500
| +2,941% | +$84.4K | 0.01% | 488 |
|
|
2018
Q2 | $3K | Sell |
119
-2,018
| -94% | -$37.4K | ﹤0.01% | 1314 |
|
|
2018
Q1 | $34K | Buy |
2,137
+304
| +17% | +$5.04K | 0.01% | 583 |
|
|
2017
Q4 | $31K | Buy |
+1,833
| New | +$31.5K | 0.01% | 579 |
|