BDWM
Brewin Dolphin Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $545K | Hold |
2,405
| – | – | 0.06% | 92 |
|
|
2022
Q1 | $556K | Buy |
2,405
+180
| +8% | +$41.6K | 0.06% | 93 |
|
|
2021
Q4 | $575K | Sell |
2,225
-90
| -4% | -$23.3K | 0.06% | 91 |
|
|
2021
Q3 | $508K | Hold |
2,315
| – | – | 0.06% | 95 |
|
|
2021
Q2 | $691K | Hold |
2,315
| – | – | 0.08% | 84 |
|
|
2021
Q1 | $658K | Hold |
2,315
| – | – | 0.1% | 77 |
|
|
2020
Q4 | $601K | Sell |
2,315
-100
| -4% | -$26K | 0.1% | 75 |
|
|
2020
Q3 | $607K | Hold |
2,415
| – | – | 0.11% | 72 |
|
|
2020
Q2 | $339K | Buy |
2,415
+90
| +4% | +$12.6K | 0.07% | 89 |
|
|
2020
Q1 | $282K | Hold |
2,325
| – | – | 0.15% | 63 |
|
|
2019
Q4 | $352K | Buy |
2,325
+110
| +5% | +$16.6K | 0.16% | 61 |
|
|
2019
Q3 | $322K | Hold |
2,215
| – | – | 0.16% | 63 |
|
|
2019
Q2 | $364K | Sell |
2,215
-250
| -10% | -$41K | 0.19% | 61 |
|
|
2019
Q1 | $447K | Sell |
2,465
-270
| -10% | -$49K | 0.24% | 57 |
|
|
2018
Q4 | $441K | Hold |
2,735
| – | – | 0.27% | 53 |
|
|
2018
Q3 | $659K | Sell |
2,735
-250
| -8% | -$60.2K | 0.35% | 42 |
|
|
2018
Q2 | $678K | Hold |
2,985
| – | – | 0.4% | 41 |
|
|
2018
Q1 | $717K | Hold |
2,985
| – | – | 0.44% | 39 |
|
|
2017
Q4 | $745K | Hold |
2,985
| – | – | 0.47% | 37 |
|
|
2017
Q3 | $673K | Buy |
+2,985
| New | +$673K | 0.47% | 38 |
|