MYCIO Wealth Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,045
| Closed | -$204K | – | 242 |
|
|
2017
Q1 | $204K | Buy |
+1,045
| New | +$204K | 0.03% | 231 |
|
|
2016
Q4 | – | Sell |
-597
| Closed | -$104K | – | 371 |
|
|
2016
Q3 | $104K | Buy |
597
+104
| +21% | +$18.1K | 0.02% | 255 |
|
|
2016
Q2 | $75K | Hold |
493
| – | – | 0.01% | 291 |
|
|
2016
Q1 | $80K | Hold |
493
| – | – | 0.01% | 266 |
|
|
2015
Q4 | $73K | Buy |
493
+75
| +18% | +$11.1K | 0.01% | 251 |
|
|
2015
Q3 | $60K | Sell |
418
-363
| -46% | -$52.1K | 0.01% | 270 |
|
|
2015
Q2 | $133K | Buy |
781
+63
| +9% | +$10.7K | 0.03% | 175 |
|
|
2015
Q1 | $119K | Buy |
718
+84
| +13% | +$13.9K | 0.02% | 191 |
|
|
2014
Q4 | $110K | Buy |
634
+216
| +52% | +$37.5K | 0.02% | 187 |
|
|
2014
Q3 | $67K | Hold |
418
| – | – | 0.02% | 230 |
|
|
2014
Q2 | $63K | Hold |
418
| – | – | 0.01% | 242 |
|
|
2014
Q1 | $55K | Sell |
418
-82
| -16% | -$10.8K | 0.01% | 245 |
|
|
2013
Q4 | $72K | Buy |
500
+100
| +25% | +$14.4K | 0.02% | 217 |
|
|
2013
Q3 | $46K | Hold |
400
| – | – | 0.01% | 239 |
|
|
2013
Q2 | $39K | Buy |
+400
| New | +$39K | 0.01% | 253 |
|