Financial Synergies 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
Q2 | – | Sell |
-207
| Closed | -$60K | – | 202 |
|
|
2024
Q1 | $60K | Buy |
+207
| New | +$60K | 0.01% | 119 |
|
|
2023
Q4 | – | Sell |
-204
| Closed | -$54K | – | 495 |
|
|
2023
Q3 | $54K | Buy |
+204
| New | +$54K | 0.01% | 111 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | -$446 | – | 477 |
|
|
2022
Q3 | $446 | Hold |
3
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $681 | Buy |
+3
| New | +$681 | ﹤0.01% | 348 |
|