IWA
Intercontinental Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $349K | Hold |
1,407
| – | – | 0.08% | 240 |
|
|
2023
Q1 | $321K | Sell |
1,407
-767
| -35% | -$175K | 0.08% | 253 |
|
|
2022
Q4 | $377K | Buy |
2,174
+1
| +0% | +$173 | 0.11% | 203 |
|
|
2022
Q3 | $323K | Buy |
+2,173
| New | +$323K | 0.1% | 213 |
|
|
2019
Q3 | – | Sell |
-119
| Closed | -$20K | – | 427 |
|
|
2019
Q2 | $20K | Hold |
119
| – | – | 0.01% | 274 |
|
|
2019
Q1 | $22K | Sell |
119
-11
| -8% | -$2.03K | 0.01% | 300 |
|
|
2018
Q4 | $21K | Buy |
+130
| New | +$21K | 0.01% | 307 |
|