SSWM
Sheets Smith Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,571
| Closed | -$162K | – | 384 |
|
|
2023
Q4 | $162K | Buy |
+23,571
| New | +$162K | 0.02% | 334 |
|
|
2023
Q3 | – | Sell |
-1,091
| Closed | -$271K | – | 490 |
|
|
2023
Q2 | $271K | Sell |
1,091
-100
| -8% | -$24.8K | 0.04% | 285 |
|
|
2023
Q1 | $272K | Sell |
1,191
-50
| -4% | -$11.4K | 0.04% | 274 |
|
|
2022
Q4 | $215K | Sell |
1,241
-254
| -17% | -$44K | 0.03% | 284 |
|
|
2022
Q3 | $222K | Buy |
1,495
+54
| +4% | +$8.02K | 0.04% | 281 |
|
|
2022
Q2 | $327K | Sell |
1,441
-100
| -6% | -$22.7K | 0.05% | 233 |
|
|
2022
Q1 | $357K | Buy |
1,541
+3
| +0.2% | +$695 | 0.05% | 253 |
|
|
2021
Q4 | $398K | Buy |
1,538
+200
| +15% | +$51.8K | 0.05% | 261 |
|
|
2021
Q3 | $293K | Buy |
1,338
+300
| +29% | +$65.7K | 0.04% | 303 |
|
|
2021
Q2 | $310K | Sell |
1,038
-5
| -0.5% | -$1.49K | 0.04% | 297 |
|
|
2021
Q1 | $296K | Hold |
1,043
| – | – | 0.04% | 275 |
|
|
2020
Q4 | $271K | Hold |
1,043
| – | – | 0.04% | 288 |
|
|
2020
Q3 | $262K | Buy |
+1,043
| New | +$262K | 0.05% | 251 |
|
|
2019
Q4 | – | Sell |
-1,424
| Closed | -$207K | – | 319 |
|
|
2019
Q3 | $207K | Buy |
1,424
+184
| +15% | +$26.7K | 0.04% | 283 |
|
|
2019
Q2 | $204K | Sell |
1,240
-6,793
| -85% | -$1.12M | 0.04% | 306 |
|
|
2019
Q1 | $1.46M | Sell |
8,033
-2,417
| -23% | -$438K | 0.32% | 91 |
|
|
2018
Q4 | $1.69M | Sell |
10,450
-100
| -0.9% | -$16.1K | 0.45% | 68 |
|
|
2018
Q3 | $2.54M | Buy |
10,550
+2,000
| +23% | +$482K | 0.53% | 52 |
|
|
2018
Q2 | $1.94M | Hold |
8,550
| – | – | 0.45% | 58 |
|
|
2018
Q1 | $2.05M | Hold |
8,550
| – | – | 0.49% | 53 |
|
|
2017
Q4 | $2.13M | Buy |
8,550
+1,735
| +25% | +$433K | 0.5% | 52 |
|
|
2017
Q3 | $1.54M | Buy |
+6,815
| New | +$1.54M | 0.39% | 71 |
|
|
2017
Q2 | – | Sell |
-6,414
| Closed | -$1.25M | – | 299 |
|
|
2017
Q1 | $1.25M | Sell |
6,414
-50
| -0.8% | -$9.76K | 0.33% | 90 |
|
|
2016
Q4 | $1.2M | Buy |
+6,464
| New | +$1.2M | 0.34% | 80 |
|
|
2015
Q1 | – | Sell |
-7,333
| Closed | -$1.27M | – | 245 |
|
|
2014
Q4 | $1.27M | Buy |
+7,333
| New | +$1.27M | 0.33% | 87 |
|