Genovese Burford & Brothers Wealth & Retirement Plan Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-335
| Closed | -$76K | – | 177 |
|
|
2018
Q2 | $76K | Hold |
335
| – | – | 0.03% | 137 |
|
|
2018
Q1 | $80K | Hold |
335
| – | – | 0.03% | 129 |
|
|
2017
Q4 | $88K | Hold |
335
| – | – | 0.23% | 71 |
|
|
2017
Q3 | $75K | Hold |
335
| – | – | 0.03% | 115 |
|
|
2017
Q2 | $72K | Sell |
335
-50
| -13% | -$10.7K | 0.03% | 123 |
|
|
2017
Q1 | $76K | Sell |
385
-112
| -23% | -$22.1K | 0.03% | 118 |
|
|
2016
Q4 | $93K | Hold |
497
| – | – | 0.03% | 112 |
|
|
2016
Q3 | $86K | Hold |
497
| – | – | 0.03% | 112 |
|
|
2016
Q2 | $75K | Buy |
497
+162
| +48% | +$24.4K | 0.03% | 112 |
|
|
2016
Q1 | $54K | Hold |
335
| – | – | 0.03% | 125 |
|
|
2015
Q4 | $50K | Buy |
+335
| New | +$50K | 0.02% | 127 |
|