Lenox Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 837 |
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 835 |
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 741 |
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 731 |
|
2021
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 707 |
|
2020
Q4 | $1K | Sell |
2
-543
| -100% | -$272K | ﹤0.01% | 597 |
|
2020
Q3 | $137K | Hold |
545
| – | – | 0.02% | 100 |
|
2020
Q2 | $76K | Hold |
545
| – | – | 0.01% | 116 |
|
2020
Q1 | $66K | Hold |
545
| – | – | 0.01% | 115 |
|
2019
Q4 | $82K | Hold |
545
| – | – | 0.01% | 129 |
|
2019
Q3 | $79K | Hold |
545
| – | – | 0.01% | 122 |
|
2019
Q2 | $89K | Buy |
545
+295
| +118% | +$48.2K | 0.02% | 117 |
|
2019
Q1 | $45K | Hold |
250
| – | – | 0.01% | 137 |
|
2018
Q4 | $40K | Sell |
250
-250
| -50% | -$40K | 0.01% | 136 |
|
2018
Q3 | $120K | Buy |
+500
| New | +$120K | 0.02% | 95 |
|
2016
Q2 | – | Sell |
-12
| Closed | -$2K | – | 223 |
|
2016
Q1 | $2K | Sell |
12
-24
| -67% | -$4K | ﹤0.01% | 223 |
|
2015
Q4 | $5K | Buy |
36
+24
| +200% | +$3.33K | ﹤0.01% | 222 |
|
2015
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 339 |
|
2015
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 262 |
|
2014
Q1 | – | Sell |
-94
| Closed | -$14K | – | 242 |
|
2013
Q4 | $14K | Buy |
+94
| New | +$14K | 0.01% | 139 |
|
2013
Q3 | – | Sell |
-150
| Closed | -$15K | – | 266 |
|
2013
Q2 | $15K | Buy |
+150
| New | +$15K | 0.02% | 81 |
|