CW
Cobiz Wealth’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $278K | Sell |
1,695
-1,043
| -38% | -$171K | 0.06% | 95 |
|
|
2019
Q1 | $497K | Sell |
2,738
-21,707
| -89% | -$3.94M | 0.1% | 91 |
|
|
2018
Q4 | $3.94M | Sell |
24,445
-1,083
| -4% | -$175K | 0.87% | 45 |
|
|
2018
Q3 | $6.15M | Sell |
25,528
-154
| -0.6% | -$37.1K | 1.18% | 35 |
|
|
2018
Q2 | $5.83M | Sell |
25,682
-96
| -0.4% | -$21.8K | 1.18% | 36 |
|
|
2018
Q1 | $6.19M | Buy |
25,778
+306
| +1% | +$73.5K | 1.31% | 27 |
|
|
2017
Q4 | $6.36M | Buy |
25,472
+202
| +0.8% | +$50.4K | 1.33% | 29 |
|
|
2017
Q3 | $5.7M | Sell |
25,270
-181
| -0.7% | -$40.8K | 1.25% | 36 |
|
|
2017
Q2 | $5.53M | Sell |
25,451
-172
| -0.7% | -$37.4K | 1.23% | 32 |
|
|
2017
Q1 | $5M | Buy |
25,623
+944
| +4% | +$184K | 1.12% | 44 |
|
|
2016
Q4 | $4.6M | Buy |
24,679
+361
| +1% | +$67.2K | 1.08% | 43 |
|
|
2016
Q3 | $4.25M | Buy |
24,318
+6,306
| +35% | +$1.1M | 1.02% | 47 |
|
|
2016
Q2 | $2.73M | Sell |
18,012
-646
| -3% | -$98.1K | 0.69% | 56 |
|
|
2016
Q1 | $3.04M | Sell |
18,658
-939
| -5% | -$153K | 0.74% | 53 |
|
|
2015
Q4 | $2.92M | Buy |
19,597
+101
| +0.5% | +$15K | 0.69% | 55 |
|
|
2015
Q3 | $2.81M | Buy |
+19,496
| New | +$2.81M | 0.68% | 56 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$10K | – | 202 |
|
|
2013
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 270 |
|