New England Private Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,370
| Closed | -$201K | – | 112 |
|
|
2019
Q3 | $201K | Sell |
1,370
-696
| -34% | -$102K | 0.05% | 157 |
|
|
2019
Q2 | $338K | Buy |
2,066
+544
| +36% | +$89K | 0.08% | 113 |
|
|
2019
Q1 | $276K | Buy |
1,522
+2
| +0.1% | +$363 | 0.07% | 122 |
|
|
2018
Q4 | $246K | Buy |
1,520
+175
| +13% | +$28.3K | 0.07% | 114 |
|
|
2018
Q3 | $324K | Sell |
1,345
-206
| -13% | -$49.6K | 0.09% | 108 |
|
|
2018
Q2 | $354K | Hold |
1,551
| – | – | 0.1% | 104 |
|
|
2018
Q1 | $372K | Buy |
1,551
+104
| +7% | +$24.9K | 0.11% | 101 |
|
|
2017
Q4 | $368K | Buy |
1,447
+331
| +30% | +$84.2K | 0.1% | 98 |
|
|
2017
Q3 | $250K | Hold |
1,116
| – | – | 0.07% | 118 |
|
|
2017
Q2 | $240K | Hold |
1,116
| – | – | 0.07% | 118 |
|
|
2017
Q1 | $217K | Buy |
+1,116
| New | +$217K | 0.07% | 122 |
|