NWM
Nicola Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33,000
| Closed | -$8.54M | – | 122 |
|
|
2021
Q4 | $8.54M | Hold |
33,000
| – | – | 0.8% | 49 |
|
|
2021
Q3 | $7.24M | Buy |
33,000
+1,000
| +3% | +$219K | 0.74% | 57 |
|
|
2021
Q2 | $9.55M | Sell |
32,000
-5,000
| -14% | -$1.49M | 0.98% | 44 |
|
|
2021
Q1 | $10.5M | Buy |
37,000
+14,500
| +64% | +$4.12M | 1.17% | 33 |
|
|
2020
Q4 | $5.84M | Hold |
22,500
| – | – | 0.73% | 59 |
|
|
2020
Q3 | $5.66M | Sell |
22,500
-20,600
| -48% | -$5.18M | 0.81% | 55 |
|
|
2020
Q2 | $6.04M | Sell |
43,100
-4,900
| -10% | -$687K | 0.84% | 51 |
|
|
2020
Q1 | $5.82M | Hold |
48,000
| – | – | 0.87% | 44 |
|
|
2019
Q4 | $7.26M | Hold |
48,000
| – | – | 1.09% | 31 |
|
|
2019
Q3 | $6.99M | Hold |
48,000
| – | – | 1.09% | 38 |
|
|
2019
Q2 | $7.88M | Buy |
48,000
+5,000
| +12% | +$821K | 1.31% | 31 |
|
|
2019
Q1 | $7.8M | Hold |
43,000
| – | – | 1.17% | 33 |
|
|
2018
Q4 | $6.94M | Buy |
43,000
+23,000
| +115% | +$3.71M | 1.14% | 32 |
|
|
2018
Q3 | $4.82M | Buy |
+20,000
| New | +$4.82M | 0.83% | 51 |
|