SFP
Shepherd Financial Partners’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,905
| Closed | -$422K | – | 126 |
|
|
2019
Q3 | $422K | Buy |
2,905
+7
| +0.2% | +$1.02K | 0.11% | 94 |
|
|
2019
Q2 | $476K | Hold |
2,898
| – | – | 0.09% | 93 |
|
|
2019
Q1 | $526K | Sell |
2,898
-14,246
| -83% | -$2.59M | 0.1% | 88 |
|
|
2018
Q4 | $2.76M | Buy |
17,144
+2,526
| +17% | +$407K | 0.6% | 25 |
|
|
2018
Q3 | $3.32M | Hold |
14,618
| – | – | 0.75% | 18 |
|
|
2018
Q2 | $3.35M | Sell |
14,618
-325
| -2% | -$74.5K | 0.75% | 18 |
|
|
2018
Q1 | $3.59M | Sell |
14,943
-1,058
| -7% | -$254K | 0.88% | 17 |
|
|
2017
Q4 | $3.98M | Sell |
16,001
-1,709
| -10% | -$426K | 0.94% | 18 |
|
|
2017
Q3 | $3.91M | Sell |
17,710
-219
| -1% | -$48.3K | 0.91% | 17 |
|
|
2017
Q2 | $3.93M | Sell |
17,929
-1,064
| -6% | -$233K | 0.96% | 16 |
|
|
2017
Q1 | $3.72M | Sell |
18,993
-1,329
| -7% | -$260K | 0.96% | 18 |
|
|
2016
Q4 | $3.81M | Buy |
+20,322
| New | +$3.81M | 1.08% | 18 |
|