LGWM
Litman Gregory Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7
| Closed | -$1K | – | 230 |
|
|
2019
Q3 | $1K | Sell |
7
-7
| -50% | -$1K | ﹤0.01% | 203 |
|
|
2019
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 214 |
|
|
2018
Q1 | – | Sell |
-1,300
| Closed | -$324 | – | 170 |
|
|
2017
Q4 | $324 | Hold |
1,300
| – | – | 0.1% | 25 |
|
|
2017
Q3 | $293K | Buy |
+1,300
| New | +$293K | 0.14% | 27 |
|