SWM
Selective Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-710
| Closed | -$105K | – | 320 |
|
|
2022
Q3 | $105K | Sell |
710
-100
| -12% | -$14.8K | 0.05% | 202 |
|
|
2022
Q2 | $184K | Hold |
810
| – | – | 0.07% | 151 |
|
|
2022
Q1 | $187K | Hold |
810
| – | – | 0.07% | 142 |
|
|
2021
Q4 | $209K | Hold |
810
| – | – | 0.09% | 119 |
|
|
2021
Q3 | $178K | Buy |
810
+150
| +23% | +$33K | 0.09% | 120 |
|
|
2021
Q2 | $197K | Sell |
660
-40
| -6% | -$11.9K | 0.16% | 70 |
|
|
2021
Q1 | $199K | Buy |
+700
| New | +$199K | 0.18% | 56 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$28K | – | 347 |
|
|
2020
Q2 | $28K | Buy |
+200
| New | +$28K | 0.02% | 141 |
|