RWMH
Riverpoint Wealth Management Holdings’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-578
| Closed | -$100K | – | 74 |
|
|
2022
Q4 | $100K | Buy |
+578
| New | +$100K | 0.04% | 56 |
|
|
2020
Q1 | – | Sell |
-1,649
| Closed | -$249K | – | 69 |
|
|
2019
Q4 | $249K | Buy |
+1,649
| New | +$249K | 0.1% | 68 |
|
|
2019
Q2 | – | Sell |
-1,111
| Closed | -$202K | – | 65 |
|
|
2019
Q1 | $202K | Buy |
+1,111
| New | +$202K | 0.1% | 62 |
|
|
2018
Q4 | – | Sell |
-955
| Closed | -$229K | – | 66 |
|
|
2018
Q3 | $229K | Sell |
955
-1
| -0.1% | -$240 | 0.12% | 62 |
|
|
2018
Q2 | $217K | Buy |
956
+30
| +3% | +$6.81K | 0.12% | 54 |
|
|
2018
Q1 | $222K | Buy |
926
+27
| +3% | +$6.47K | 0.13% | 47 |
|
|
2017
Q4 | $227K | Sell |
899
-303
| -25% | -$76.5K | 0.14% | 42 |
|
|
2017
Q3 | $265K | Buy |
1,202
+40
| +3% | +$8.82K | 0.17% | 40 |
|
|
2017
Q2 | $254K | Buy |
1,162
+2
| +0.2% | +$437 | 0.18% | 40 |
|
|
2017
Q1 | $227K | Hold |
1,160
| – | – | 0.17% | 39 |
|
|
2016
Q4 | $214K | Buy |
+1,160
| New | +$214K | 0.17% | 40 |
|