Great Diamond Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-673
| Closed | -$202K | – | 200 |
|
2024
Q2 | $202K | Buy |
+673
| New | +$202K | 0.05% | 209 |
|
2022
Q3 | – | Sell |
-1,085
| Closed | -$245K | – | 202 |
|
2022
Q2 | $245K | Hold |
1,085
| – | – | 0.08% | 184 |
|
2022
Q1 | $251K | Buy |
1,085
+7
| +0.6% | +$1.62K | 0.07% | 192 |
|
2021
Q4 | $278K | Hold |
1,078
| – | – | 0.07% | 187 |
|
2021
Q3 | $236K | Buy |
1,078
+18
| +2% | +$3.94K | 0.06% | 187 |
|
2021
Q2 | $316K | Buy |
1,060
+1
| +0.1% | +$298 | 0.09% | 149 |
|
2021
Q1 | $300K | Buy |
1,059
+23
| +2% | +$6.52K | 0.09% | 149 |
|
2020
Q4 | $268K | Sell |
1,036
-616
| -37% | -$159K | 0.09% | 152 |
|
2020
Q3 | $415K | Hold |
1,652
| – | – | 0.15% | 104 |
|
2020
Q2 | $231K | Sell |
1,652
-195
| -11% | -$27.3K | 0.1% | 129 |
|
2020
Q1 | $223K | Buy |
1,847
+135
| +8% | +$16.3K | 0.11% | 117 |
|
2019
Q4 | $258K | Buy |
+1,712
| New | +$258K | 0.1% | 128 |
|