LWA
Lowe Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100
| Closed | -$30K | – | 285 |
|
|
2021
Q2 | $30K | Sell |
100
-20
| -17% | -$6K | 0.01% | 117 |
|
|
2021
Q1 | $34K | Hold |
120
| – | – | 0.02% | 110 |
|
|
2020
Q4 | $31K | Buy |
120
+100
| +500% | +$25.8K | 0.02% | 107 |
|
|
2020
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 191 |
|
|
2020
Q2 | $3K | Sell |
20
-25
| -56% | -$3.75K | ﹤0.01% | 207 |
|
|
2020
Q1 | $5K | Buy |
45
+25
| +125% | +$2.78K | ﹤0.01% | 189 |
|
|
2019
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 220 |
|
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 214 |
|
|
2019
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 228 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | -$5K | – | 272 |
|
|
2018
Q3 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 185 |
|