PWLP
Prio Wealth Limited Partnership’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,104
| Closed | -$265K | – | 228 |
|
|
2018
Q3 | $265K | Buy |
1,104
+8
| +0.7% | +$1.92K | 0.01% | 216 |
|
|
2018
Q2 | $248K | Buy |
1,096
+2
| +0.2% | +$453 | 0.01% | 218 |
|
|
2018
Q1 | $262K | Sell |
1,094
-428
| -28% | -$103K | 0.01% | 210 |
|
|
2017
Q4 | $380K | Hold |
1,522
| – | – | 0.02% | 186 |
|
|
2017
Q3 | $343K | Hold |
1,522
| – | – | 0.02% | 189 |
|
|
2017
Q2 | $330K | Hold |
1,522
| – | – | 0.02% | 193 |
|
|
2017
Q1 | $297K | Sell |
1,522
-6,665
| -81% | -$1.3M | 0.02% | 201 |
|
|
2016
Q4 | $1.52M | Hold |
8,187
| – | – | 0.08% | 127 |
|
|
2016
Q3 | $1.43M | Hold |
8,187
| – | – | 0.08% | 129 |
|
|
2016
Q2 | $1.24M | Hold |
8,187
| – | – | 0.07% | 131 |
|
|
2016
Q1 | $1.33M | Buy |
8,187
+164
| +2% | +$26.7K | 0.07% | 130 |
|
|
2015
Q4 | $1.2M | Buy |
8,023
+78
| +1% | +$11.6K | 0.07% | 134 |
|
|
2015
Q3 | $1.14M | Buy |
7,945
+68
| +0.9% | +$9.78K | 0.06% | 136 |
|
|
2015
Q2 | $1.34M | Buy |
7,877
+598
| +8% | +$102K | 0.07% | 131 |
|
|
2015
Q1 | $1.2M | Sell |
7,279
-500
| -6% | -$82.7K | 0.06% | 140 |
|
|
2014
Q4 | $1.35M | Hold |
7,779
| – | – | 0.07% | 132 |
|
|
2014
Q3 | $1.26M | Sell |
7,779
-314
| -4% | -$50.7K | 0.06% | 131 |
|
|
2014
Q2 | $1.23M | Buy |
8,093
+228
| +3% | +$34.5K | 0.06% | 138 |
|
|
2014
Q1 | $1.04M | Hold |
7,865
| – | – | 0.05% | 143 |
|
|
2013
Q4 | $1.13M | Hold |
7,865
| – | – | 0.06% | 143 |
|
|
2013
Q3 | $897K | Hold |
7,865
| – | – | 0.05% | 152 |
|
|
2013
Q2 | $775K | Buy |
+7,865
| New | +$775K | 0.05% | 152 |
|