Security National Trust’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1M | Hold |
3,366
| – | – | 0.23% | 87 |
|
|
2021
Q2 | $1M | Hold |
3,366
| – | – | 0.22% | 90 |
|
|
2021
Q1 | $956K | Sell |
3,366
-30
| -0.9% | -$8.52K | 0.22% | 90 |
|
|
2020
Q4 | $882K | Sell |
3,396
-85
| -2% | -$22.1K | 0.22% | 91 |
|
|
2020
Q3 | $875K | Sell |
3,481
-80
| -2% | -$20.1K | 0.25% | 87 |
|
|
2020
Q2 | $499K | Buy |
3,561
+325
| +10% | +$45.5K | 0.15% | 106 |
|
|
2020
Q1 | $393K | Buy |
3,236
+201
| +7% | +$24.4K | 0.14% | 105 |
|
|
2019
Q4 | $459K | Buy |
3,035
+50
| +2% | +$7.56K | 0.13% | 113 |
|
|
2019
Q3 | $434K | Sell |
2,985
-35
| -1% | -$5.09K | 0.14% | 111 |
|
|
2019
Q2 | $496K | Hold |
3,020
| – | – | 0.16% | 103 |
|
|
2019
Q1 | $547K | Buy |
3,020
+175
| +6% | +$31.7K | 0.18% | 98 |
|
|
2018
Q4 | $459K | Sell |
2,845
-150
| -5% | -$24.2K | 0.17% | 100 |
|
|
2018
Q3 | $721K | Sell |
2,995
-15
| -0.5% | -$3.61K | 0.23% | 94 |
|
|
2018
Q2 | $684K | Sell |
3,010
-65
| -2% | -$14.8K | 0.23% | 96 |
|
|
2018
Q1 | $738K | Buy |
3,075
+75
| +3% | +$18K | 0.25% | 94 |
|
|
2017
Q4 | $749K | Sell |
3,000
-50
| -2% | -$12.5K | 0.24% | 91 |
|
|
2017
Q3 | $688K | Sell |
3,050
-250
| -8% | -$56.4K | 0.23% | 94 |
|
|
2017
Q2 | $717K | Hold |
3,300
| – | – | 0.24% | 93 |
|
|
2017
Q1 | $644K | Hold |
3,300
| – | – | 0.22% | 99 |
|
|
2016
Q4 | $615K | Sell |
3,300
-40
| -1% | -$7.46K | 0.22% | 99 |
|
|
2016
Q3 | $584K | Hold |
3,340
| – | – | 0.21% | 95 |
|
|
2016
Q2 | $507K | Hold |
3,340
| – | – | 0.19% | 105 |
|
|
2016
Q1 | $543K | Sell |
3,340
-135
| -4% | -$21.9K | 0.2% | 96 |
|
|
2015
Q4 | $518K | Hold |
3,475
| – | – | 0.2% | 94 |
|
|
2015
Q3 | $500K | Buy |
3,475
+1,225
| +54% | +$176K | 0.19% | 102 |
|
|
2015
Q2 | $383K | Hold |
2,250
| – | – | 0.14% | 129 |
|
|
2015
Q1 | $373K | Buy |
2,250
+500
| +29% | +$82.9K | 0.13% | 134 |
|
|
2014
Q4 | $304K | Hold |
1,750
| – | – | 0.11% | 148 |
|
|
2014
Q3 | $283K | Sell |
1,750
-50
| -3% | -$8.09K | 0.12% | 144 |
|
|
2014
Q2 | $273K | Sell |
1,800
-120
| -6% | -$18.2K | 0.11% | 153 |
|
|
2014
Q1 | $254K | Sell |
1,920
-175
| -8% | -$23.2K | 0.1% | 154 |
|
|
2013
Q4 | $301K | Sell |
2,095
-50
| -2% | -$7.18K | 0.12% | 139 |
|
|
2013
Q3 | $245K | Hold |
2,145
| – | – | 0.11% | 146 |
|
|
2013
Q2 | $212K | Buy |
+2,145
| New | +$212K | 0.1% | 149 |
|