CA
CapWealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,549
| Closed | -$1.1M | – | 100 |
|
|
2018
Q3 | $1.1M | Sell |
4,549
-1,105
| -20% | -$266K | 0.18% | 64 |
|
|
2018
Q2 | $1.28M | Sell |
5,654
-3,416
| -38% | -$776K | 0.23% | 60 |
|
|
2018
Q1 | $2.18M | Sell |
9,070
-18,770
| -67% | -$4.51M | 0.42% | 48 |
|
|
2017
Q4 | $6.95M | Buy |
+27,840
| New | +$6.95M | 1.25% | 30 |
|
|
2014
Q1 | – | Sell |
-608
| Closed | -$87K | – | 368 |
|
|
2013
Q4 | $87K | Hold |
608
| – | – | 0.02% | 117 |
|
|
2013
Q3 | $69K | Hold |
608
| – | – | 0.02% | 128 |
|
|
2013
Q2 | $60K | Buy |
+608
| New | +$60K | 0.02% | 136 |
|