EHWM
Eads & Heald Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,830
| Closed | -$266K | – | 130 |
|
|
2019
Q3 | $266K | Sell |
1,830
-1,885
| -51% | -$274K | 0.15% | 120 |
|
|
2019
Q2 | $610K | Sell |
3,715
-176
| -5% | -$28.9K | 0.35% | 103 |
|
|
2019
Q1 | $706K | Sell |
3,891
-576
| -13% | -$105K | 0.41% | 94 |
|
|
2018
Q4 | $721K | Sell |
4,467
-1,001
| -18% | -$162K | 0.48% | 84 |
|
|
2018
Q3 | $1.32M | Buy |
5,468
+36
| +0.7% | +$8.67K | 0.76% | 63 |
|
|
2018
Q2 | $1.23M | Buy |
5,432
+38
| +0.7% | +$8.63K | 0.76% | 64 |
|
|
2018
Q1 | $1.3M | Buy |
5,394
+618
| +13% | +$148K | 0.82% | 61 |
|
|
2017
Q4 | $1.19M | Buy |
4,776
+1,381
| +41% | +$345K | 0.7% | 70 |
|
|
2017
Q3 | $766K | Buy |
3,395
+1,126
| +50% | +$254K | 0.48% | 92 |
|
|
2017
Q2 | $493K | Sell |
2,269
-160
| -7% | -$34.8K | 0.32% | 102 |
|
|
2017
Q1 | $474K | Sell |
2,429
-30
| -1% | -$5.85K | 0.31% | 102 |
|
|
2016
Q4 | $458K | Sell |
2,459
-88
| -3% | -$16.4K | 0.31% | 103 |
|
|
2016
Q3 | $445K | Sell |
2,547
-55
| -2% | -$9.61K | 0.31% | 108 |
|
|
2016
Q2 | $395K | Buy |
2,602
+410
| +19% | +$62.2K | 0.27% | 108 |
|
|
2016
Q1 | $357K | Hold |
2,192
| – | – | 0.25% | 114 |
|
|
2015
Q4 | $327K | Hold |
2,192
| – | – | 0.23% | 117 |
|
|
2015
Q3 | $316K | Hold |
2,192
| – | – | 0.23% | 117 |
|
|
2015
Q2 | $374K | Sell |
2,192
-65
| -3% | -$11.1K | 0.25% | 113 |
|
|
2015
Q1 | $373K | Sell |
2,257
-10
| -0.4% | -$1.65K | 0.24% | 113 |
|
|
2014
Q4 | $394K | Sell |
2,267
-255
| -10% | -$44.3K | 0.25% | 107 |
|
|
2014
Q3 | $407K | Sell |
2,522
-115
| -4% | -$18.6K | 0.28% | 105 |
|
|
2014
Q2 | $399K | Sell |
2,637
-75
| -3% | -$11.3K | 0.27% | 106 |
|
|
2014
Q1 | $360K | Sell |
2,712
-30
| -1% | -$3.98K | 0.24% | 107 |
|
|
2013
Q4 | $394K | Sell |
2,742
-95
| -3% | -$13.7K | 0.26% | 102 |
|
|
2013
Q3 | $324K | Sell |
2,837
-40
| -1% | -$4.57K | 0.23% | 104 |
|
|
2013
Q2 | $284K | Buy |
+2,877
| New | +$284K | 0.2% | 104 |
|