Caerus Investment Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,290
| Closed | -$374K | – | 31 |
|
|
2024
Q1 | $374K | Hold |
1,290
| – | – | 0.36% | 24 |
|
|
2023
Q4 | $326K | Sell |
1,290
-1
| -0.1% | -$253 | 0.31% | 29 |
|
|
2023
Q3 | $342K | Hold |
1,291
| – | – | 0.35% | 23 |
|
|
2023
Q2 | $320K | Sell |
1,291
-1,000
| -44% | -$248K | 0.36% | 26 |
|
|
2023
Q1 | $523K | Hold |
2,291
| – | – | 0.6% | 25 |
|
|
2022
Q4 | $397K | Hold |
2,291
| – | – | 0.6% | 25 |
|
|
2022
Q3 | $340K | Sell |
2,291
-1,500
| -40% | -$223K | 0.43% | 36 |
|
|
2022
Q2 | $859K | Hold |
3,791
| – | – | 1.04% | 17 |
|
|
2022
Q1 | $790K | Buy |
3,791
+500
| +15% | +$104K | 0.96% | 19 |
|
|
2021
Q4 | $851K | Buy |
+3,291
| New | +$851K | 0.92% | 18 |
|