Integrated Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $886K | Buy |
4,539
+204
| +5% | +$39.8K | 0.3% | 88 |
|
|
2016
Q4 | $807K | Hold |
4,335
| – | – | 0.3% | 90 |
|
|
2016
Q3 | $757K | Sell |
4,335
-610
| -12% | -$107K | 0.27% | 84 |
|
|
2016
Q2 | $751K | Buy |
4,945
+124
| +3% | +$18.8K | 0.29% | 72 |
|
|
2016
Q1 | $784K | Sell |
4,821
-87
| -2% | -$14.1K | 0.33% | 71 |
|
|
2015
Q4 | $731K | Buy |
4,908
+36
| +0.7% | +$5.36K | 0.31% | 75 |
|
|
2015
Q3 | $701K | Buy |
4,872
+51
| +1% | +$7.34K | 0.31% | 74 |
|
|
2015
Q2 | $821K | Hold |
4,821
| – | – | 0.32% | 72 |
|
|
2015
Q1 | $797K | Buy |
+4,821
| New | +$797K | 0.33% | 68 |
|