KSA
Ken Stern & Associates’s FedEx FDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $257K | Hold |
1,067
| – | – | 0.11% | 121 |
|
2018
Q2 | $242K | Hold |
1,067
| – | – | 0.11% | 113 |
|
2018
Q1 | $256K | Sell |
1,067
-10
| -0.9% | -$2.4K | 0.11% | 100 |
|
2017
Q4 | $269K | Sell |
1,077
-13
| -1% | -$3.25K | 0.12% | 96 |
|
2017
Q3 | $240K | Sell |
1,090
-17
| -2% | -$3.74K | 0.11% | 107 |
|
2017
Q2 | $240K | Hold |
1,107
| – | – | 0.11% | 101 |
|
2017
Q1 | $210K | Buy |
+1,107
| New | +$210K | 0.1% | 106 |
|
2016
Q1 | – | Sell |
-5,737
| Closed | -$855K | – | 81 |
|
2015
Q4 | $855K | Sell |
5,737
-249
| -4% | -$37.1K | 0.57% | 30 |
|
2015
Q3 | $862K | Sell |
5,986
-942
| -14% | -$136K | 0.67% | 23 |
|
2015
Q2 | $1.18M | Sell |
6,928
-370
| -5% | -$63.1K | 0.85% | 21 |
|
2015
Q1 | $1.21M | Sell |
7,298
-952
| -12% | -$157K | 0.91% | 21 |
|
2014
Q4 | $1.43M | Buy |
+8,250
| New | +$1.43M | 1.11% | 23 |
|