Beacon Investment Advisory Services’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,363
| Closed | -$891K | – | 271 |
|
2023
Q3 | $891K | Hold |
3,363
| – | – | 0.04% | 152 |
|
2023
Q2 | $834K | Buy |
+3,363
| New | +$834K | 0.04% | 160 |
|
2019
Q1 | – | Sell |
-5,010
| Closed | -$808K | – | 237 |
|
2018
Q4 | $808K | Sell |
5,010
-57
| -1% | -$9.19K | 0.09% | 129 |
|
2018
Q3 | $1.22M | Buy |
5,067
+24
| +0.5% | +$5.78K | 0.12% | 111 |
|
2018
Q2 | $1.15M | Hold |
5,043
| – | – | 0.12% | 111 |
|
2018
Q1 | $1.21M | Buy |
+5,043
| New | +$1.21M | 0.12% | 106 |
|