Confluence Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $670K | Sell |
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|
2018
Q2 | $645K | Hold |
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|
2018
Q1 | $682K | Sell |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.21M | Buy |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $747K | Buy |
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|
2016
Q3 | $343K | Hold |
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|
2016
Q2 | $298K | Hold |
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|
2016
Q1 | $319K | Hold |
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|
2015
Q4 | $292K | Hold |
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|
2015
Q3 | $283K | Hold |
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|
2015
Q2 | $334K | Sell |
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|
2015
Q1 | $612K | Sell |
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|
2014
Q4 | $1.56M | Sell |
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|
2014
Q3 | $1.57M | Sell |
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|
2014
Q2 | $1.52M | Sell |
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|
2014
Q1 | $1.33M | Buy |
|