PWM
Prentice Wealth Management’s FedEx FDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-245
| Closed | -$56K | – | 119 |
|
2022
Q2 | $56K | Buy |
+245
| New | +$56K | 0.06% | 65 |
|
2021
Q4 | – | Sell |
-529
| Closed | -$116K | – | 170 |
|
2021
Q3 | $116K | Sell |
529
-1
| -0.2% | -$219 | 0.06% | 129 |
|
2021
Q2 | $158K | Sell |
530
-39
| -7% | -$11.6K | 0.08% | 114 |
|
2021
Q1 | $162K | Buy |
+569
| New | +$162K | 0.09% | 102 |
|