Avitas Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,128
| Closed | -$678K | – | 179 |
|
|
2019
Q2 | $678K | Sell |
4,128
-107
| -3% | -$17.6K | 0.19% | 125 |
|
|
2019
Q1 | $768K | Sell |
4,235
-2,847
| -40% | -$516K | 0.22% | 113 |
|
|
2018
Q4 | $1.14M | Buy |
7,082
+1,216
| +21% | +$196K | 0.38% | 94 |
|
|
2018
Q3 | $1.41M | Buy |
5,866
+515
| +10% | +$124K | 0.4% | 97 |
|
|
2018
Q2 | $1.22M | Buy |
+5,351
| New | +$1.22M | 0.38% | 100 |
|