RWA
Roberts Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,804
| Closed | -$1.55M | – | 93 |
|
|
2024
Q1 | $1.55M | Buy |
+5,804
| New | +$1.55M | 0.58% | 54 |
|
|
2023
Q4 | – | Sell |
-7,211
| Closed | -$1.79M | – | 65 |
|
|
2023
Q3 | $1.79M | Buy |
7,211
+72
| +1% | +$17.8K | 0.78% | 45 |
|
|
2023
Q2 | $1.77M | Sell |
7,139
-34
| -0.5% | -$8.43K | 0.78% | 44 |
|
|
2023
Q1 | $1.62M | Buy |
7,173
+104
| +1% | +$23.6K | 0.75% | 45 |
|
|
2022
Q4 | $1.25M | Sell |
7,069
-185
| -3% | -$32.8K | 0.6% | 51 |
|
|
2022
Q3 | $1.13M | Buy |
7,254
+335
| +5% | +$52K | 0.55% | 53 |
|
|
2022
Q2 | $1.6M | Buy |
6,919
+1,007
| +17% | +$232K | 0.7% | 44 |
|
|
2022
Q1 | $1.31M | Buy |
5,912
+1,190
| +25% | +$263K | 0.51% | 55 |
|
|
2021
Q4 | $1.22M | Buy |
4,722
+1,241
| +36% | +$321K | 0.44% | 62 |
|
|
2021
Q3 | $763K | Buy |
+3,481
| New | +$763K | 0.3% | 70 |
|