Rockbridge Investment Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$6.33K | – | 295 |
|
|
2023
Q4 | $6.33K | Buy |
+25
| New | +$6.33K | ﹤0.01% | 446 |
|
|
2022
Q3 | – | Sell |
-234
| Closed | -$53.1K | – | 278 |
|
|
2022
Q2 | $53.1K | Hold |
234
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $51.8K | Buy |
234
+83
| +55% | +$18.4K | 0.01% | 291 |
|
|
2021
Q4 | $39K | Buy |
151
+117
| +344% | +$30.2K | 0.01% | 384 |
|
|
2021
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 567 |
|
|
2021
Q2 | $10K | Buy |
34
+25
| +278% | +$7.35K | ﹤0.01% | 530 |
|
|
2021
Q1 | $3K | Sell |
9
-19
| -68% | -$6.33K | ﹤0.01% | 616 |
|
|
2020
Q4 | $7K | Buy |
28
+1
| +4% | +$250 | ﹤0.01% | 537 |
|
|
2020
Q3 | $7K | Buy |
27
+8
| +42% | +$2.07K | ﹤0.01% | 500 |
|
|
2020
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 531 |
|