JWM
Jupiter Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$462K | – | 70 |
|
|
2022
Q1 | $462K | Sell |
2,000
-1,435
| -42% | -$331K | 0.29% | 62 |
|
|
2021
Q4 | $888K | Sell |
3,435
-9,017
| -72% | -$2.33M | 0.46% | 45 |
|
|
2021
Q3 | $3.1M | Hold |
12,452
| – | – | 1.46% | 22 |
|
|
2021
Q2 | $3.44M | Sell |
12,452
-933
| -7% | -$258K | 1.65% | 20 |
|
|
2021
Q1 | $3.96M | Buy |
13,385
+500
| +4% | +$148K | 2% | 16 |
|
|
2020
Q4 | $3.35M | Buy |
12,885
+6,670
| +107% | +$1.73M | 2.05% | 19 |
|
|
2020
Q3 | $1.56M | Buy |
+6,215
| New | +$1.56M | 1.1% | 27 |
|