Partnervest Advisory Services’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,359
| Closed | -$223K | – | 258 |
|
2019
Q2 | $223K | Sell |
1,359
-151
| -10% | -$24.8K | 0.09% | 189 |
|
2019
Q1 | $274K | Sell |
1,510
-39
| -3% | -$7.08K | 0.11% | 166 |
|
2018
Q4 | $250K | Buy |
1,549
+434
| +39% | +$70K | 0.12% | 160 |
|
2018
Q3 | $269K | Buy |
1,115
+75
| +7% | +$18.1K | 0.11% | 174 |
|
2018
Q2 | $236K | Buy |
1,040
+50
| +5% | +$11.3K | 0.11% | 174 |
|
2018
Q1 | $238K | Hold |
990
| – | – | 0.11% | 161 |
|
2017
Q4 | $247K | Buy |
+990
| New | +$247K | 0.12% | 157 |
|
2014
Q3 | – | Sell |
-453
| Closed | -$69K | – | 366 |
|
2014
Q2 | $69K | Hold |
453
| – | – | 0.03% | 304 |
|
2014
Q1 | $60K | Hold |
453
| – | – | 0.03% | 303 |
|
2013
Q4 | $65K | Hold |
453
| – | – | 0.03% | 271 |
|
2013
Q3 | $52K | Buy |
453
+1
| +0.2% | +$115 | 0.03% | 287 |
|
2013
Q2 | $45K | Buy |
+452
| New | +$45K | 0.02% | 255 |
|