KWA
KCS Wealth Advisory’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $502K | Sell |
1,894
-192
| -9% | -$50.9K | 0.21% | 93 |
|
|
2023
Q2 | $517K | Sell |
2,086
-8,256
| -80% | -$2.05M | 0.18% | 103 |
|
|
2023
Q1 | $2.36M | Buy |
10,342
+1,085
| +12% | +$248K | 0.89% | 35 |
|
|
2022
Q4 | $1.6M | Sell |
9,257
-1,352
| -13% | -$234K | 0.67% | 49 |
|
|
2022
Q3 | $1.58M | Buy |
10,609
+1,150
| +12% | +$171K | 0.73% | 49 |
|
|
2022
Q2 | $2.14M | Buy |
9,459
+599
| +7% | +$136K | 0.95% | 34 |
|
|
2022
Q1 | $2.05M | Buy |
8,860
+363
| +4% | +$84K | 0.95% | 36 |
|
|
2021
Q4 | $2.2M | Sell |
8,497
-4
| -0% | -$1.04K | 0.88% | 32 |
|
|
2021
Q3 | $1.86M | Buy |
8,501
+82
| +1% | +$18K | 0.88% | 34 |
|
|
2021
Q2 | $2.51M | Sell |
8,419
-25
| -0.3% | -$7.46K | 1.18% | 17 |
|
|
2021
Q1 | $2.4M | Buy |
8,444
+210
| +3% | +$59.6K | 1.24% | 18 |
|
|
2020
Q4 | $2.14M | Sell |
8,234
-121
| -1% | -$31.4K | 1.41% | 15 |
|
|
2020
Q3 | $2.1M | Sell |
8,355
-22
| -0.3% | -$5.54K | 1.68% | 11 |
|
|
2020
Q2 | $1.18M | Buy |
8,377
+262
| +3% | +$36.7K | 0.97% | 33 |
|
|
2020
Q1 | $984K | Buy |
8,115
+862
| +12% | +$105K | 1% | 30 |
|
|
2019
Q4 | $1.1M | Sell |
7,253
-358
| -5% | -$54.1K | 0.82% | 53 |
|
|
2019
Q3 | $1.11M | Buy |
7,611
+596
| +8% | +$86.8K | 0.77% | 38 |
|
|
2019
Q2 | $1.15M | Buy |
7,015
+394
| +6% | +$64.7K | 0.91% | 28 |
|
|
2019
Q1 | $1.2M | Buy |
6,621
+1,034
| +19% | +$188K | 1.05% | 17 |
|
|
2018
Q4 | $901K | Buy |
5,587
+97
| +2% | +$15.6K | 0.95% | 33 |
|
|
2018
Q3 | $1.32M | Buy |
5,490
+239
| +5% | +$57.6K | 1.23% | 10 |
|
|
2018
Q2 | $1.19M | Buy |
5,251
+26
| +0.5% | +$5.9K | 1.11% | 16 |
|
|
2018
Q1 | $1.26M | Buy |
5,225
+360
| +7% | +$86.5K | 1.14% | 12 |
|
|
2017
Q4 | $1.21M | Buy |
+4,865
| New | +$1.21M | 1.17% | 9 |
|