Burt Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12
| Closed | -$2K | – | 339 |
|
|
2019
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 318 |
|
|
2019
Q2 | $2K | Sell |
12
-265
| -96% | -$44.2K | ﹤0.01% | 322 |
|
|
2019
Q1 | $50K | Hold |
277
| – | – | 0.02% | 174 |
|
|
2018
Q4 | $45K | Buy |
277
+140
| +102% | +$22.7K | 0.02% | 180 |
|
|
2018
Q3 | $33K | Hold |
137
| – | – | 0.02% | 209 |
|
|
2018
Q2 | $31K | Hold |
137
| – | – | 0.01% | 211 |
|
|
2018
Q1 | $33K | Hold |
137
| – | – | 0.02% | 213 |
|
|
2017
Q4 | $34K | Buy |
+137
| New | +$34K | 0.02% | 207 |
|