Capstone Financial Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,704
| Closed | -$248K | – | 110 |
|
|
2019
Q3 | $248K | Buy |
+1,704
| New | +$248K | 0.04% | 72 |
|
|
2018
Q4 | – | Sell |
-907
| Closed | -$218K | – | 92 |
|
|
2018
Q3 | $218K | Buy |
907
+1
| +0.1% | +$240 | 0.05% | 72 |
|
|
2018
Q2 | $206K | Sell |
906
-34
| -4% | -$7.73K | 0.06% | 74 |
|
|
2018
Q1 | $226K | Sell |
940
-136
| -13% | -$32.7K | 0.07% | 70 |
|
|
2017
Q4 | $268K | Sell |
1,076
-29
| -3% | -$7.22K | 0.1% | 58 |
|
|
2017
Q3 | $249K | Buy |
+1,105
| New | +$249K | 0.11% | 59 |
|