HWP
Hefty Wealth Partners’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $162K | Buy |
675
+45
| +7% | +$10.8K | 0.1% | 94 |
|
|
2017
Q4 | $157K | Hold |
630
| – | – | 0.1% | 90 |
|
|
2017
Q3 | $142K | Hold |
630
| – | – | 0.09% | 85 |
|
|
2017
Q2 | $136K | Buy |
630
+130
| +26% | +$28.1K | 0.09% | 85 |
|
|
2017
Q1 | $97K | Buy |
500
+200
| +67% | +$38.8K | 0.07% | 92 |
|
|
2016
Q4 | $55K | Hold |
300
| – | – | 0.05% | 113 |
|
|
2016
Q3 | $52K | Buy |
+300
| New | +$52K | 0.04% | 125 |
|