BTWM
Baker Tilly Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,044
| Closed | -$242K | – | 504 |
|
|
2022
Q1 | $242K | Sell |
1,044
-12
| -1% | -$2.78K | 0.03% | 463 |
|
|
2021
Q4 | $273K | Buy |
1,056
+7
| +0.7% | +$1.81K | 0.03% | 444 |
|
|
2021
Q3 | $230K | Hold |
1,049
| – | – | 0.03% | 462 |
|
|
2021
Q2 | $313K | Buy |
1,049
+81
| +8% | +$24.2K | 0.05% | 386 |
|
|
2021
Q1 | $275K | Sell |
968
-52
| -5% | -$14.8K | 0.06% | 377 |
|
|
2020
Q4 | $265K | Buy |
+1,020
| New | +$265K | 0.08% | 265 |
|