AWM
Altavista Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $414K | Hold |
1,602
| – | – | 0.08% | 136 |
|
|
2021
Q3 | $351K | Buy |
1,602
+29
| +2% | +$6.35K | 0.08% | 141 |
|
|
2021
Q2 | $469K | Hold |
1,573
| – | – | 0.1% | 124 |
|
|
2021
Q1 | $447K | Hold |
1,573
| – | – | 0.11% | 122 |
|
|
2020
Q4 | $408K | Hold |
1,573
| – | – | 0.1% | 124 |
|
|
2020
Q3 | $396K | Hold |
1,573
| – | – | 0.11% | 117 |
|
|
2020
Q2 | $221K | Buy |
+1,573
| New | +$221K | 0.06% | 160 |
|
|
2020
Q1 | – | Sell |
-1,673
| Closed | -$253K | – | 161 |
|
|
2019
Q4 | $253K | Hold |
1,673
| – | – | 0.08% | 150 |
|
|
2019
Q3 | $244K | Sell |
1,673
-12
| -0.7% | -$1.75K | 0.08% | 148 |
|
|
2019
Q2 | $277K | Hold |
1,685
| – | – | 0.09% | 133 |
|
|
2019
Q1 | $306K | Hold |
1,685
| – | – | 0.11% | 122 |
|
|
2018
Q4 | $272K | Hold |
1,685
| – | – | 0.11% | 123 |
|
|
2018
Q3 | $406K | Hold |
1,685
| – | – | 0.15% | 109 |
|
|
2018
Q2 | $383K | Buy |
1,685
+12
| +0.7% | +$2.73K | 0.15% | 110 |
|
|
2018
Q1 | $402K | Hold |
1,673
| – | – | 0.17% | 101 |
|
|
2017
Q4 | $417K | Buy |
1,673
+213
| +15% | +$53.1K | 0.18% | 101 |
|
|
2017
Q3 | $329K | Hold |
1,460
| – | – | 0.16% | 98 |
|
|
2017
Q2 | $317K | Sell |
1,460
-85
| -6% | -$18.5K | 0.16% | 96 |
|
|
2017
Q1 | $302K | Hold |
1,545
| – | – | 0.15% | 103 |
|
|
2016
Q4 | $288K | Hold |
1,545
| – | – | 0.16% | 108 |
|
|
2016
Q3 | $270K | Hold |
1,545
| – | – | 0.15% | 113 |
|
|
2016
Q2 | $235K | Hold |
1,545
| – | – | 0.13% | 119 |
|
|
2016
Q1 | $251K | Sell |
1,545
-126
| -8% | -$20.5K | 0.14% | 109 |
|
|
2015
Q4 | $249K | Sell |
1,671
-89
| -5% | -$13.3K | 0.15% | 107 |
|
|
2015
Q3 | $253K | Buy |
+1,760
| New | +$253K | 0.17% | 103 |
|