Laurel Wealth Advisors (California)’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $505K | Sell |
2,914
-121
| -4% | -$21K | 0.05% | 353 |
|
|
2022
Q3 | $451K | Buy |
3,035
+10
| +0.3% | +$1.49K | 0.05% | 365 |
|
|
2022
Q2 | $686K | Sell |
3,025
-150
| -5% | -$34K | 0.07% | 282 |
|
|
2022
Q1 | $734K | Sell |
3,175
-401
| -11% | -$92.7K | 0.06% | 316 |
|
|
2021
Q4 | $925K | Buy |
3,576
+2,036
| +132% | +$527K | 0.07% | 278 |
|
|
2021
Q3 | $338K | Buy |
1,540
+445
| +41% | +$97.7K | 0.06% | 312 |
|
|
2021
Q2 | $327K | Buy |
1,095
+6
| +0.6% | +$1.79K | 0.04% | 379 |
|
|
2021
Q1 | $309K | Buy |
1,089
+184
| +20% | +$52.2K | 0.05% | 351 |
|
|
2020
Q4 | $235K | Buy |
+905
| New | +$235K | 0.03% | 393 |
|
|
2019
Q4 | – | Sell |
-1,393
| Closed | -$203K | – | 447 |
|
|
2019
Q3 | $203K | Buy |
+1,393
| New | +$203K | 0.03% | 426 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 357 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 409 |
|
|
2018
Q2 | – | Sell |
-921
| Closed | -$221K | – | 387 |
|
|
2018
Q1 | $221K | Buy |
921
+20
| +2% | +$4.8K | 0.07% | 308 |
|
|
2017
Q4 | $224K | Buy |
+901
| New | +$224K | 0.06% | 310 |
|
|
2017
Q2 | – | Sell |
-1,059
| Closed | -$206K | – | 306 |
|
|
2017
Q1 | $206K | Sell |
1,059
-42
| -4% | -$8.17K | 0.08% | 251 |
|
|
2016
Q4 | $205K | Sell |
1,101
-920
| -46% | -$171K | 0.09% | 224 |
|
|
2016
Q3 | $353K | Hold |
2,021
| – | – | 0.17% | 151 |
|
|
2016
Q2 | $307K | Buy |
+2,021
| New | +$307K | 0.15% | 164 |
|