BWA
BDO Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $182K | Sell |
733
-43
| -6% | -$10.7K | 0.02% | 273 |
|
|
2023
Q1 | $177K | Sell |
776
-281
| -27% | -$64.2K | 0.02% | 260 |
|
|
2022
Q4 | $183K | Sell |
1,057
-366
| -26% | -$63.4K | 0.02% | 268 |
|
|
2022
Q3 | $211K | Sell |
1,423
-565
| -28% | -$83.8K | 0.03% | 241 |
|
|
2022
Q2 | $451K | Sell |
1,988
-165
| -8% | -$37.4K | 0.06% | 183 |
|
|
2022
Q1 | $498K | Sell |
2,153
-233
| -10% | -$53.9K | 0.05% | 181 |
|
|
2021
Q4 | $617K | Sell |
2,386
-99
| -4% | -$25.6K | 0.07% | 165 |
|
|
2021
Q3 | $545K | Sell |
2,485
-53
| -2% | -$11.6K | 0.06% | 171 |
|
|
2021
Q2 | $757K | Sell |
2,538
-117
| -4% | -$34.9K | 0.08% | 158 |
|
|
2021
Q1 | $754K | Buy |
2,655
+2,380
| +865% | +$676K | 0.09% | 155 |
|
|
2020
Q4 | $71K | Buy |
275
+75
| +38% | +$19.4K | 0.01% | 323 |
|
|
2020
Q3 | $50K | Hold |
200
| – | – | 0.01% | 328 |
|
|
2020
Q2 | $28K | Hold |
200
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $24K | Hold |
200
| – | – | ﹤0.01% | 421 |
|
|
2019
Q4 | $30K | Hold |
200
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $29K | Hold |
200
| – | – | 0.01% | 369 |
|
|
2019
Q2 | $33K | Sell |
200
-24
| -11% | -$3.96K | 0.01% | 346 |
|
|
2019
Q1 | $41K | Hold |
224
| – | – | 0.01% | 301 |
|
|
2018
Q4 | $36K | Hold |
224
| – | – | 0.01% | 289 |
|
|
2018
Q3 | $54K | Hold |
224
| – | – | 0.02% | 284 |
|
|
2018
Q2 | $51K | Sell |
224
-150
| -40% | -$34.2K | 0.02% | 297 |
|
|
2018
Q1 | $90K | Buy |
374
+150
| +67% | +$36.1K | 0.03% | 191 |
|
|
2017
Q4 | $56K | Hold |
224
| – | – | 0.03% | 201 |
|
|
2017
Q3 | $50K | Sell |
224
-2,691
| -92% | -$601K | 0.02% | 197 |
|
|
2017
Q2 | $633K | Buy |
+2,915
| New | +$633K | 0.28% | 67 |
|