Bison Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,727
| Closed | -$261K | – | 361 |
|
2019
Q4 | $261K | Sell |
1,727
-500
| -22% | -$75.6K | 0.13% | 183 |
|
2019
Q3 | $324K | Buy |
2,227
+74
| +3% | +$10.8K | 0.18% | 148 |
|
2019
Q2 | $354K | Buy |
2,153
+400
| +23% | +$65.8K | 0.21% | 138 |
|
2019
Q1 | $318K | Buy |
1,753
+402
| +30% | +$72.9K | 0.2% | 149 |
|
2018
Q4 | $218K | Buy |
1,351
+520
| +63% | +$83.9K | 0.16% | 175 |
|
2018
Q3 | $200K | Buy |
+831
| New | +$200K | 0.13% | 210 |
|
2018
Q2 | – | Sell |
-831
| Closed | -$200K | – | 215 |
|
2018
Q1 | $200K | Sell |
831
-100
| -11% | -$24.1K | 0.15% | 185 |
|
2017
Q4 | $232K | Hold |
931
| – | – | 0.17% | 171 |
|
2017
Q3 | $210K | Sell |
931
-30
| -3% | -$6.77K | 0.17% | 171 |
|
2017
Q2 | $209K | Buy |
+961
| New | +$209K | 0.17% | 169 |
|