Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-300
| Closed | -$8K | – | 2605 |
|
|
2019
Q1 | $8K | Sell |
300
-93
| -24% | -$2.48K | ﹤0.01% | 1653 |
|
|
2018
Q4 | $7K | Buy |
393
+95
| +32% | +$1.69K | ﹤0.01% | 1632 |
|
|
2018
Q3 | $7K | Sell |
298
-344
| -54% | -$8.08K | ﹤0.01% | 1702 |
|
|
2018
Q2 | $13K | Buy |
642
+394
| +159% | +$7.98K | ﹤0.01% | 1465 |
|
|
2018
Q1 | $4K | Buy |
248
+37
| +18% | +$597 | ﹤0.01% | 1981 |
|
|
2017
Q4 | $4K | Buy |
211
+10
| +5% | +$190 | ﹤0.01% | 1959 |
|
|
2017
Q3 | $4K | Buy |
201
+22
| +12% | +$438 | ﹤0.01% | 1889 |
|
|
2017
Q2 | $3K | Hold |
179
| – | – | ﹤0.01% | 1956 |
|
|
2017
Q1 | $3K | Sell |
179
-7,025
| -98% | -$118K | ﹤0.01% | 1668 |
|
|
2016
Q4 | $102K | Sell |
7,204
-44
| -0.6% | -$623 | 0.02% | 574 |
|
|
2016
Q3 | $95K | Buy |
7,248
+290
| +4% | +$3.8K | 0.01% | 586 |
|
|
2016
Q2 | $77K | Sell |
6,958
-2,103
| -23% | -$23.3K | 0.01% | 610 |
|
|
2016
Q1 | $117K | Buy |
9,061
+776
| +9% | +$10K | 0.02% | 490 |
|
|
2015
Q4 | $133K | Buy |
+8,285
| New | +$133K | 0.02% | 461 |
|