YHB Investment Advisors’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 |
-18,316
| Closed | -$496K | – | 190 |
|
|
2019
Q2 | $496K | Sell |
18,316
-7,500
| -29% | -$203K | 0.08% | 136 |
|
|
2019
Q1 | $678K | Buy |
25,816
+13,516
| +110% | +$355K | 0.11% | 129 |
|
|
2018
Q4 | $208K | Sell |
12,300
-3,000
| -20% | -$50.7K | 0.04% | 172 |
|
|
2018
Q3 | $374K | Buy |
15,300
+3,550
| +30% | +$86.8K | 0.06% | 149 |
|
|
2018
Q2 | $246K | Buy |
+11,750
| New | +$246K | 0.04% | 168 |
|