Berman Capital Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $599K | Sell |
2,734
-117
| -4% | -$25.6K | 0.09% | 112 |
|
2021
Q2 | $850K | Buy |
2,851
+397
| +16% | +$118K | 0.14% | 77 |
|
2021
Q1 | $696K | Buy |
2,454
+553
| +29% | +$157K | 0.15% | 70 |
|
2020
Q4 | $493K | Buy |
1,901
+78
| +4% | +$20.2K | 0.12% | 88 |
|
2020
Q3 | $457K | Sell |
1,823
-664
| -27% | -$166K | 0.13% | 78 |
|
2020
Q2 | $348K | Sell |
2,487
-662
| -21% | -$92.6K | 0.09% | 88 |
|
2020
Q1 | $379K | Buy |
3,149
+636
| +25% | +$76.5K | 0.12% | 75 |
|
2019
Q4 | $378K | Buy |
2,513
+310
| +14% | +$46.6K | 0.11% | 86 |
|
2019
Q3 | $319K | Buy |
2,203
+105
| +5% | +$15.2K | 0.1% | 96 |
|
2019
Q2 | $346K | Sell |
2,098
-1,785
| -46% | -$294K | 0.11% | 88 |
|
2019
Q1 | $702K | Buy |
3,883
+3,721
| +2,297% | +$673K | 0.24% | 47 |
|
2018
Q4 | $25K | Buy |
+162
| New | +$25K | 0.01% | 344 |
|