PWAG
Polaris Wealth Advisory Group’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19.6M | Buy |
73,917
+8,738
| +13% | +$2.31M | 1.49% | 19 |
|
|
2023
Q2 | $16.2M | Sell |
65,179
-10,597
| -14% | -$2.63M | 1.23% | 26 |
|
|
2023
Q1 | $17.3M | Buy |
75,776
+36,476
| +93% | +$8.33M | 1.28% | 24 |
|
|
2022
Q4 | $7.55M | Buy |
+39,300
| New | +$7.55M | 0.56% | 57 |
|
|
2018
Q4 | – | Sell |
-140
| Closed | -$34K | – | 253 |
|
|
2018
Q3 | $34K | Buy |
+140
| New | +$34K | ﹤0.01% | 279 |
|
|
2018
Q2 | – | Sell |
-35
| Closed | -$8K | – | 319 |
|
|
2018
Q1 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 372 |
|