Guardian Capital Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,025
| Closed | -$295K | – | 173 |
|
2021
Q1 | $295K | Buy |
+1,025
| New | +$295K | 0.03% | 151 |
|
2019
Q1 | – | Sell |
-1,300
| Closed | -$223K | – | 161 |
|
2018
Q4 | $223K | Buy |
+1,300
| New | +$223K | 0.03% | 140 |
|
2015
Q2 | – | Sell |
-4,000
| Closed | -$830K | – | 179 |
|
2015
Q1 | $830K | Hold |
4,000
| – | – | 0.13% | 112 |
|
2014
Q4 | $826K | Buy |
4,000
+2,500
| +167% | +$516K | 0.13% | 108 |
|
2014
Q3 | $275K | Hold |
1,500
| – | – | 0.05% | 153 |
|
2014
Q2 | $227K | Hold |
1,500
| – | – | 0.04% | 167 |
|
2014
Q1 | $203K | Hold |
1,500
| – | – | 0.04% | 168 |
|
2013
Q4 | $220K | Buy |
+1,500
| New | +$220K | 0.04% | 162 |
|