Kovitz Investment Group’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $427K | Hold |
2,864
| – | – | 0.03% | 102 |
|
|
2015
Q3 | $412K | Hold |
2,864
| – | – | 0.02% | 84 |
|
|
2015
Q2 | $488K | Hold |
2,864
| – | – | 0.03% | 85 |
|
|
2015
Q1 | $474K | Hold |
2,864
| – | – | 0.03% | 83 |
|
|
2014
Q4 | $497K | Hold |
2,864
| – | – | 0.02% | 84 |
|
|
2014
Q3 | $462K | Hold |
2,864
| – | – | 0.02% | 79 |
|
|
2014
Q2 | $434K | Buy |
2,864
+314
| +12% | +$47.6K | 0.02% | 82 |
|
|
2014
Q1 | $250K | Sell |
2,550
-35
| -1% | -$3.43K | 0.01% | 98 |
|
|
2013
Q4 | $372K | Buy |
2,585
+35
| +1% | +$5.04K | 0.02% | 82 |
|
|
2013
Q3 | $291K | Hold |
2,550
| – | – | 0.01% | 88 |
|
|
2013
Q2 | $251K | Buy |
+2,550
| New | +$251K | 0.01% | 92 |
|