CWS
Cypress Wealth Services’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,061
| Closed | -$569K | – | 65 |
|
|
2020
Q2 | $569K | Buy |
4,061
+20
| +0.5% | +$2.8K | 0.14% | 136 |
|
|
2020
Q1 | $490K | Hold |
4,041
| – | – | 0.14% | 126 |
|
|
2019
Q4 | $611K | Sell |
4,041
-139
| -3% | -$21K | 0.15% | 115 |
|
|
2019
Q3 | $608K | Sell |
4,180
-200
| -5% | -$29.1K | 0.17% | 117 |
|
|
2019
Q2 | $719K | Buy |
4,380
+178
| +4% | +$29.2K | 0.21% | 111 |
|
|
2019
Q1 | $762K | Buy |
4,202
+80
| +2% | +$14.5K | 0.24% | 98 |
|
|
2018
Q4 | $665K | Hold |
4,122
| – | – | 0.26% | 93 |
|
|
2018
Q3 | $993K | Sell |
4,122
-75
| -2% | -$18.1K | 0.36% | 81 |
|
|
2018
Q2 | $953K | Hold |
4,197
| – | – | 0.36% | 81 |
|
|
2018
Q1 | $1.01M | Sell |
4,197
-124
| -3% | -$29.8K | 0.43% | 72 |
|
|
2017
Q4 | $1.08M | Buy |
+4,321
| New | +$1.08M | 0.45% | 62 |
|