IWA
IVC Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
1,262
-120
| -9% | -$27.3K | 0.14% | 132 |
|
|
2025
Q1 | $337K | Sell |
1,382
-50
| -3% | -$12.2K | 0.18% | 113 |
|
|
2024
Q4 | $403K | Sell |
1,432
-516
| -26% | -$145K | 0.23% | 86 |
|
|
2024
Q3 | $533K | Buy |
1,948
+38
| +2% | +$10.4K | 0.29% | 73 |
|
|
2024
Q2 | $573K | Sell |
1,910
-23
| -1% | -$6.9K | 0.32% | 73 |
|
|
2024
Q1 | $560K | Buy |
1,933
+134
| +7% | +$38.8K | 0.32% | 73 |
|
|
2023
Q4 | $455K | Buy |
1,799
+8
| +0.4% | +$2.02K | 0.28% | 83 |
|
|
2023
Q3 | $474K | Buy |
1,791
+1
| +0.1% | +$265 | 0.32% | 78 |
|
|
2023
Q2 | $444K | Sell |
1,790
-52
| -3% | -$12.9K | 0.28% | 87 |
|
|
2023
Q1 | $421K | Buy |
1,842
+14
| +0.8% | +$3.2K | 0.3% | 85 |
|
|
2022
Q4 | $317K | Buy |
1,828
+17
| +0.9% | +$2.94K | 0.23% | 103 |
|
|
2022
Q3 | $269K | Sell |
1,811
-164
| -8% | -$24.4K | 0.22% | 112 |
|
|
2022
Q2 | $448K | Buy |
1,975
+21
| +1% | +$4.76K | 0.35% | 69 |
|
|
2022
Q1 | $452K | Sell |
1,954
-62
| -3% | -$14.3K | 0.3% | 84 |
|
|
2021
Q4 | $521K | Sell |
2,016
-202
| -9% | -$52.2K | 0.34% | 78 |
|
|
2021
Q3 | $486K | Buy |
2,218
+264
| +14% | +$57.8K | 0.33% | 75 |
|
|
2021
Q2 | $583K | Sell |
1,954
-16
| -0.8% | -$4.77K | 0.41% | 66 |
|
|
2021
Q1 | $560K | Buy |
1,970
+95
| +5% | +$27K | 0.44% | 65 |
|
|
2020
Q4 | $487K | Buy |
+1,875
| New | +$487K | 0.46% | 60 |
|