Alera Investment Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $353K | Buy |
1,289
+153
| +13% | +$41.9K | 0.04% | 185 |
|
|
2024
Q2 | $341K | Buy |
+1,136
| New | +$341K | 0.04% | 176 |
|
|
2019
Q2 | – | Sell |
-97
| Closed | -$18K | – | 396 |
|
|
2019
Q1 | $18K | Buy |
97
+15
| +18% | +$2.78K | 0.01% | 315 |
|
|
2018
Q4 | $13K | Buy |
+82
| New | +$13K | 0.01% | 371 |
|