CWA
Constellation Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,235
| Closed | -$1.91M | – | 110 |
|
|
2015
Q2 | $1.91M | Sell |
11,235
-6,510
| -37% | -$1.11M | 0.16% | 91 |
|
|
2015
Q1 | $2.94M | Sell |
17,745
-1,475
| -8% | -$244K | 0.26% | 74 |
|
|
2014
Q4 | $3.34M | Buy |
19,220
+1,030
| +6% | +$179K | 0.28% | 64 |
|
|
2014
Q3 | $2.94M | Buy |
18,190
+2,865
| +19% | +$463K | 0.27% | 66 |
|
|
2014
Q2 | $2.32M | Buy |
15,325
+300
| +2% | +$45.4K | 0.26% | 76 |
|
|
2014
Q1 | $1.99M | Buy |
15,025
+260
| +2% | +$34.5K | 0.19% | 103 |
|
|
2013
Q4 | $2.12M | Buy |
14,765
+175
| +1% | +$25.2K | 0.2% | 105 |
|
|
2013
Q3 | $1.67M | Buy |
+14,590
| New | +$1.67M | 0.19% | 107 |
|