Arbor Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-735
| Closed | -$219K | – | 54 |
|
2021
Q2 | $219K | Buy |
735
+9
| +1% | +$2.68K | 0.05% | 48 |
|
2021
Q1 | $206K | Buy |
+726
| New | +$206K | 0.06% | 43 |
|
2020
Q4 | – | Sell |
-1,609
| Closed | -$405K | – | 42 |
|
2020
Q3 | $405K | Sell |
1,609
-203
| -11% | -$51.1K | 0.16% | 33 |
|
2020
Q2 | $254K | Sell |
1,812
-79
| -4% | -$11.1K | 0.12% | 38 |
|
2020
Q1 | $229K | Sell |
1,891
-12
| -0.6% | -$1.45K | 0.15% | 33 |
|
2019
Q4 | $288K | Buy |
+1,903
| New | +$288K | 0.12% | 54 |
|
2019
Q3 | – | Sell |
-1,252
| Closed | -$206K | – | 99 |
|
2019
Q2 | $206K | Buy |
1,252
+88
| +8% | +$14.5K | 0.11% | 51 |
|
2019
Q1 | $211K | Buy |
1,164
+51
| +5% | +$9.25K | 0.13% | 52 |
|
2018
Q4 | $180K | Hold |
1,113
| – | – | 0.16% | 46 |
|
2018
Q3 | $267K | Hold |
1,113
| – | – | 0.21% | 48 |
|
2018
Q2 | $269K | Sell |
1,113
-21
| -2% | -$5.08K | 0.21% | 50 |
|
2018
Q1 | $285K | Hold |
1,134
| – | – | 0.24% | 51 |
|
2017
Q4 | $282K | Hold |
1,134
| – | – | 0.21% | 56 |
|
2017
Q3 | $249K | Hold |
1,134
| – | – | 0.21% | 56 |
|
2017
Q2 | $232K | Hold |
1,134
| – | – | 0.22% | 52 |
|
2017
Q1 | $217K | Hold |
1,134
| – | – | 0.19% | 61 |
|
2016
Q4 | $218 | Buy |
+1,134
| New | +$218 | 0.17% | 68 |
|
2016
Q1 | – | Sell |
-1,134
| Closed | -$146K | – | 82 |
|
2015
Q4 | $146K | Buy |
+1,134
| New | +$146K | 0.16% | 82 |
|