HFA
HC Financial Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.41M | Sell |
10,629
-95
| -0.9% | -$21.5K | 1.61% | 22 |
|
|
2022
Q1 | $2.48M | Sell |
10,724
-575
| -5% | -$133K | 1.48% | 24 |
|
|
2021
Q4 | $2.92M | Buy |
11,299
+193
| +2% | +$49.9K | 1.62% | 18 |
|
|
2021
Q3 | $2.44M | Buy |
11,106
+362
| +3% | +$79.4K | 1.46% | 25 |
|
|
2021
Q2 | $3.21M | Sell |
10,744
-572
| -5% | -$171K | 1.87% | 14 |
|
|
2021
Q1 | $3.21M | Sell |
11,316
-171
| -1% | -$48.6K | 1.96% | 14 |
|
|
2020
Q4 | $2.98M | Sell |
11,487
-431
| -4% | -$112K | 1.91% | 12 |
|
|
2020
Q3 | $3M | Sell |
11,918
-257
| -2% | -$64.6K | 2.15% | 8 |
|
|
2020
Q2 | $1.71M | Sell |
12,175
-338
| -3% | -$47.4K | 1.33% | 28 |
|
|
2020
Q1 | $1.52M | Buy |
12,513
+2,350
| +23% | +$285K | 1.36% | 26 |
|
|
2019
Q4 | $1.54M | Sell |
10,163
-1,111
| -10% | -$168K | 1.21% | 36 |
|
|
2019
Q3 | $1.64M | Buy |
11,274
+1,192
| +12% | +$174K | 1.41% | 31 |
|
|
2019
Q2 | $1.66M | Buy |
+10,082
| New | +$1.66M | 1.65% | 30 |
|
|
2018
Q4 | – | Sell |
-8,333
| Closed | -$2.01M | – | 32 |
|
|
2018
Q3 | $2.01M | Buy |
8,333
+464
| +6% | +$112K | 1.78% | 21 |
|
|
2018
Q2 | $1.79M | Sell |
7,869
-325
| -4% | -$73.8K | 1.74% | 23 |
|
|
2018
Q1 | $1.97M | Sell |
8,194
-234
| -3% | -$56.2K | 1.94% | 18 |
|
|
2017
Q4 | $2.1M | Buy |
+8,428
| New | +$2.1M | 2.03% | 18 |
|