Baystate Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $32.6K | Sell |
129
-25
| -16% | -$6.33K | ﹤0.01% | 459 |
|
2023
Q3 | $40.9K | Buy |
154
+21
| +16% | +$5.58K | ﹤0.01% | 371 |
|
2023
Q2 | $33.2K | Buy |
133
+50
| +60% | +$12.5K | ﹤0.01% | 390 |
|
2023
Q1 | $19.1K | Sell |
83
-4
| -5% | -$918 | ﹤0.01% | 467 |
|
2022
Q4 | $15K | Buy |
87
+55
| +172% | +$9.48K | ﹤0.01% | 507 |
|
2022
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 639 |
|
2022
Q2 | $7K | Sell |
32
-103
| -76% | -$22.5K | ﹤0.01% | 622 |
|
2022
Q1 | $31K | Hold |
135
| – | – | ﹤0.01% | 389 |
|
2021
Q4 | $35K | Buy |
135
+1
| +0.7% | +$259 | ﹤0.01% | 376 |
|
2021
Q3 | $30K | Hold |
134
| – | – | ﹤0.01% | 356 |
|
2021
Q2 | $40K | Buy |
134
+1
| +0.8% | +$299 | ﹤0.01% | 302 |
|
2021
Q1 | $38K | Buy |
133
+102
| +329% | +$29.1K | ﹤0.01% | 289 |
|
2020
Q4 | $8K | Sell |
31
-1
| -3% | -$258 | ﹤0.01% | 446 |
|
2020
Q3 | $8K | Buy |
32
+1
| +3% | +$250 | ﹤0.01% | 416 |
|
2020
Q2 | $4K | Sell |
31
-15
| -33% | -$1.94K | ﹤0.01% | 482 |
|
2020
Q1 | $6K | Buy |
46
+26
| +130% | +$3.39K | ﹤0.01% | 412 |
|
2019
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 482 |
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 455 |
|
2019
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 465 |
|
2019
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 449 |
|
2018
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 450 |
|
2018
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 453 |
|
2018
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 449 |
|
2018
Q1 | $5K | Sell |
20
-48
| -71% | -$12K | ﹤0.01% | 423 |
|
2017
Q4 | $19K | Buy |
68
+48
| +240% | +$13.4K | ﹤0.01% | 303 |
|
2017
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 432 |
|
2017
Q2 | $4K | Sell |
20
-20
| -50% | -$4K | ﹤0.01% | 432 |
|
2017
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 363 |
|
2016
Q4 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 322 |
|
2013
Q3 | – | Sell |
-60
| Closed | -$6K | – | 87 |
|
2013
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 215 |
|