Beach Investment Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,970
| Closed | -$1.44M | – | 39 |
|
|
2018
Q3 | $1.44M | Sell |
5,970
-2,440
| -29% | -$588K | 2.24% | 19 |
|
|
2018
Q2 | $1.91M | Sell |
8,410
-1,960
| -19% | -$445K | 3.15% | 13 |
|
|
2018
Q1 | $2.49M | Hold |
10,370
| – | – | 4.03% | 7 |
|
|
2017
Q4 | $2.59M | Buy |
10,370
+5,100
| +97% | +$1.27M | 3.96% | 7 |
|
|
2017
Q3 | $1.19M | Buy |
5,270
+1,430
| +37% | +$323K | 2.07% | 20 |
|
|
2017
Q2 | $835K | Buy |
+3,840
| New | +$835K | 1.26% | 32 |
|