EWA
Encompass Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-925
| Closed | -$253K | – | 108 |
|
|
2024
Q3 | $253K | Hold |
925
| – | – | 0.06% | 209 |
|
|
2024
Q2 | $277K | Hold |
925
| – | – | 0.07% | 193 |
|
|
2024
Q1 | $268K | Hold |
925
| – | – | 0.07% | 206 |
|
|
2023
Q4 | $234K | Hold |
925
| – | – | 0.07% | 192 |
|
|
2023
Q3 | $245K | Hold |
925
| – | – | 0.08% | 172 |
|
|
2023
Q2 | $229K | Hold |
925
| – | – | 0.07% | 184 |
|
|
2023
Q1 | $211K | Buy |
+925
| New | +$211K | 0.07% | 189 |
|