Cobblestone Capital Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,210
| Closed | -$220K | – | 249 |
|
|
2019
Q1 | $220K | Buy |
+1,210
| New | +$220K | 0.02% | 225 |
|
|
2018
Q4 | – | Sell |
-2,085
| Closed | -$502K | – | 239 |
|
|
2018
Q3 | $502K | Buy |
2,085
+30
| +1% | +$7.22K | 0.05% | 151 |
|
|
2018
Q2 | $467K | Sell |
2,055
-40
| -2% | -$9.09K | 0.05% | 154 |
|
|
2018
Q1 | $503K | Buy |
2,095
+45
| +2% | +$10.8K | 0.05% | 151 |
|
|
2017
Q4 | $512K | Hold |
2,050
| – | – | 0.05% | 157 |
|
|
2017
Q3 | $462K | Buy |
2,050
+905
| +79% | +$204K | 0.06% | 134 |
|
|
2017
Q2 | $249K | Buy |
+1,145
| New | +$249K | 0.03% | 173 |
|