WIA
FDC
Westbourne Investment Advisors’s FIRST DATA CORP FDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-123,945
| Closed | -$1.98M | – | 102 |
|
|
2018
Q1 | $1.98M | Buy |
123,945
+18,970
| +18% | +$304K | 1.59% | 18 |
|
|
2017
Q4 | $1.75M | Buy |
104,975
+12,405
| +13% | +$207K | 1.33% | 21 |
|
|
2017
Q3 | $1.67M | Buy |
92,570
+38,860
| +72% | +$701K | 1.3% | 24 |
|
|
2017
Q2 | $978K | Buy |
53,710
+28,220
| +111% | +$514K | 0.8% | 44 |
|
|
2017
Q1 | $395K | Buy |
+25,490
| New | +$395K | 0.33% | 75 |
|