Concert Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,039
| Closed | -$442K | – | 65 |
|
|
2017
Q2 | $442K | Sell |
2,039
-2,628
| -56% | -$570K | 0.43% | 69 |
|
|
2017
Q1 | $870K | Buy |
4,667
+269
| +6% | +$50.1K | 0.2% | 149 |
|
|
2016
Q4 | $820K | Sell |
4,398
-176
| -4% | -$32.8K | 0.18% | 169 |
|
|
2016
Q3 | $796K | Sell |
4,574
-302
| -6% | -$52.6K | 0.1% | 269 |
|
|
2016
Q2 | $745K | Buy |
4,876
+367
| +8% | +$56.1K | 0.1% | 259 |
|
|
2016
Q1 | $730K | Sell |
4,509
-64
| -1% | -$10.4K | 0.1% | 261 |
|
|
2015
Q4 | $678K | Sell |
4,573
-235
| -5% | -$34.8K | 0.09% | 284 |
|
|
2015
Q3 | $694K | Buy |
4,808
+347
| +8% | +$50.1K | 0.09% | 275 |
|
|
2015
Q2 | $763K | Sell |
4,461
-212
| -5% | -$36.3K | 0.1% | 268 |
|
|
2015
Q1 | $206K | Sell |
4,673
-304
| -6% | -$13.4K | 0.06% | 387 |
|
|
2014
Q4 | $862K | Sell |
4,977
-913
| -16% | -$158K | 0.13% | 206 |
|
|
2014
Q3 | $946K | Sell |
5,890
-210
| -3% | -$33.7K | 0.13% | 139 |
|
|
2014
Q2 | $892K | Sell |
6,100
-59
| -1% | -$8.63K | 0.11% | 155 |
|
|
2014
Q1 | $815K | Sell |
6,159
-456
| -7% | -$60.3K | 0.1% | 173 |
|
|
2013
Q4 | $952K | Sell |
6,615
-401
| -6% | -$57.7K | 0.12% | 137 |
|
|
2013
Q3 | $798K | Buy |
7,016
+13
| +0.2% | +$1.48K | 0.11% | 167 |
|
|
2013
Q2 | $686K | Buy |
+7,003
| New | +$686K | 0.1% | 173 |
|