IWA
IBEX Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-849
| Closed | -$239K | – | 150 |
|
|
2024
Q4 | $239K | Buy |
+849
| New | +$239K | 0.03% | 192 |
|
|
2024
Q3 | – | Sell |
-842
| Closed | -$252K | – | 138 |
|
|
2024
Q2 | $252K | Buy |
+842
| New | +$252K | 0.04% | 115 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$211 | – | 127 |
|
|
2023
Q4 | $211 | Buy |
+1
| New | +$211 | 0.05% | 106 |
|
|
2021
Q4 | – | Sell |
-1,171
| Closed | -$257K | – | 269 |
|
|
2021
Q3 | $257K | Buy |
1,171
+197
| +20% | +$43.2K | 0.05% | 154 |
|
|
2021
Q2 | $291K | Buy |
+974
| New | +$291K | 0.06% | 143 |
|
|
2017
Q1 | – | Sell |
-49
| Closed | -$9K | – | 170 |
|
|
2016
Q4 | $9K | Buy |
+49
| New | +$9K | ﹤0.01% | 298 |
|