Delos Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-21
| Closed | -$6.3K | – | 258 |
|
2024
Q2 | $6.3K | Hold |
21
| – | – | 0.01% | 146 |
|
2024
Q1 | $6.09K | Sell |
21
-28
| -57% | -$8.11K | 0.01% | 149 |
|
2023
Q4 | $12.4K | Hold |
49
| – | – | 0.02% | 95 |
|
2023
Q3 | $12.8K | Hold |
49
| – | – | 0.02% | 127 |
|
2023
Q2 | $12.1K | Sell |
49
-41
| -46% | -$10.2K | 0.02% | 127 |
|
2023
Q1 | $20.6K | Sell |
90
-141
| -61% | -$32.2K | 0.03% | 95 |
|
2022
Q4 | $40K | Sell |
231
-323
| -58% | -$55.9K | 0.06% | 66 |
|
2022
Q3 | $82K | Sell |
554
-1,868
| -77% | -$276K | 0.1% | 47 |
|
2022
Q2 | $549K | Sell |
2,422
-4,061
| -63% | -$921K | 0.61% | 36 |
|
2022
Q1 | $1.5M | Buy |
6,483
+1,001
| +18% | +$232K | 1.48% | 34 |
|
2021
Q4 | $1.42M | Buy |
5,482
+192
| +4% | +$49.7K | 1.35% | 27 |
|
2021
Q3 | $1.16M | Buy |
5,290
+453
| +9% | +$99.3K | 1.28% | 28 |
|
2021
Q2 | $1.44M | Buy |
+4,837
| New | +$1.44M | 1.8% | 24 |
|