LWM
LBA Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $655K | Sell |
3,355
-225
| -6% | -$43.9K | 0.34% | 56 |
|
|
2016
Q4 | $667K | Sell |
3,580
-73
| -2% | -$13.6K | 0.37% | 50 |
|
|
2016
Q3 | $638K | Buy |
3,653
+81
| +2% | +$14.1K | 0.36% | 46 |
|
|
2016
Q2 | $542K | Buy |
3,572
+8
| +0.2% | +$1.21K | 0.3% | 57 |
|
|
2016
Q1 | $580K | Sell |
3,564
-40
| -1% | -$6.51K | 0.34% | 51 |
|
|
2015
Q4 | $537K | Buy |
3,604
+300
| +9% | +$44.7K | 0.31% | 58 |
|
|
2015
Q3 | $476K | Sell |
3,304
-281
| -8% | -$40.5K | 0.3% | 60 |
|
|
2015
Q2 | $611K | Hold |
3,585
| – | – | 0.38% | 47 |
|
|
2015
Q1 | $593K | Sell |
3,585
-80
| -2% | -$13.2K | 0.37% | 47 |
|
|
2014
Q4 | $636K | Sell |
3,665
-975
| -21% | -$169K | 0.42% | 42 |
|
|
2014
Q3 | $749K | Buy |
4,640
+325
| +8% | +$52.5K | 0.52% | 41 |
|
|
2014
Q2 | $653K | Sell |
4,315
-150
| -3% | -$22.7K | 0.53% | 41 |
|
|
2014
Q1 | $592K | Sell |
4,465
-500
| -10% | -$66.3K | 0.48% | 44 |
|
|
2013
Q4 | $714K | Buy |
+4,965
| New | +$714K | 0.59% | 43 |
|