LWM
Liberty Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-391
| Closed | -$86K | – | 477 |
|
|
2021
Q3 | $86K | Buy |
391
+20
| +5% | +$4.4K | 0.03% | 318 |
|
|
2021
Q2 | $111K | Sell |
371
-2
| -0.5% | -$598 | 0.04% | 205 |
|
|
2021
Q1 | $89K | Hold |
373
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $89K | Buy |
373
+8
| +2% | +$1.91K | 0.04% | 191 |
|
|
2020
Q3 | $92K | Sell |
365
-24
| -6% | -$6.05K | 0.05% | 168 |
|
|
2020
Q2 | $55K | Buy |
389
+27
| +7% | +$3.82K | 0.04% | 211 |
|
|
2020
Q1 | $44K | Sell |
362
-108
| -23% | -$13.1K | 0.04% | 223 |
|
|
2019
Q4 | $71K | Sell |
470
-407
| -46% | -$61.5K | 0.06% | 201 |
|
|
2019
Q3 | $128K | Buy |
877
+162
| +23% | +$23.6K | 0.12% | 127 |
|
|
2019
Q2 | $117K | Buy |
715
+55
| +8% | +$9K | 0.1% | 150 |
|
|
2019
Q1 | $119K | Buy |
660
+2
| +0.3% | +$361 | 0.09% | 121 |
|
|
2018
Q4 | $106K | Buy |
+658
| New | +$106K | 0.08% | 128 |
|