DWA
Dougherty Wealth Advisers’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-407
| Closed | -$105K | – | 134 |
|
|
2021
Q4 | $105K | Hold |
407
| – | – | 0.15% | 71 |
|
|
2021
Q3 | $89K | Hold |
407
| – | – | 0.13% | 77 |
|
|
2021
Q2 | $121K | Hold |
407
| – | – | 0.18% | 63 |
|
|
2021
Q1 | $116K | Hold |
407
| – | – | 0.18% | 59 |
|
|
2020
Q4 | $106K | Hold |
407
| – | – | 0.17% | 60 |
|
|
2020
Q3 | $102K | Hold |
407
| – | – | 0.35% | 55 |
|
|
2020
Q2 | $57K | Hold |
407
| – | – | 0.21% | 89 |
|
|
2020
Q1 | $49K | Hold |
407
| – | – | 0.2% | 93 |
|
|
2019
Q4 | $62K | Hold |
407
| – | – | 0.19% | 93 |
|
|
2019
Q3 | $59K | Hold |
407
| – | – | 0.19% | 92 |
|
|
2019
Q2 | $67K | Hold |
407
| – | – | 0.19% | 93 |
|
|
2019
Q1 | $74K | Hold |
407
| – | – | 0.25% | 73 |
|
|
2018
Q4 | $74K | Buy |
+407
| New | +$74K | 0.24% | 77 |
|