Lederer & Associates Investment Counsel’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,355
| Closed | -$771K | – | 82 |
|
|
2020
Q1 | $771K | Buy |
6,355
+1,239
| +24% | +$150K | 0.87% | 47 |
|
|
2019
Q4 | $774K | Buy |
5,116
+810
| +19% | +$123K | 0.67% | 52 |
|
|
2019
Q3 | $627K | Sell |
4,306
-4,266
| -50% | -$621K | 0.6% | 54 |
|
|
2019
Q2 | $1.41M | Sell |
8,572
-95
| -1% | -$15.6K | 1.29% | 38 |
|
|
2019
Q1 | $1.57M | Buy |
8,667
+265
| +3% | +$48.1K | 1.46% | 31 |
|
|
2018
Q4 | $1.36M | Buy |
+8,402
| New | +$1.36M | 1.45% | 29 |
|