Charter Oak Capital Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-348
| Closed | -$79K | – | 403 |
|
|
2022
Q2 | $79K | Buy |
348
+1
| +0.3% | +$227 | 0.01% | 273 |
|
|
2022
Q1 | $80K | Hold |
347
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $90K | Sell |
347
-593
| -63% | -$154K | 0.01% | 271 |
|
|
2021
Q3 | $206K | Buy |
940
+43
| +5% | +$9.42K | 0.03% | 169 |
|
|
2021
Q2 | $268K | Hold |
897
| – | – | 0.03% | 150 |
|
|
2021
Q1 | $255K | Buy |
897
+10
| +1% | +$2.84K | 0.04% | 149 |
|
|
2020
Q4 | $230K | Buy |
+887
| New | +$230K | 0.03% | 152 |
|