Smith & Howard Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,454
| Closed | -$418K | – | 67 |
|
|
2015
Q2 | $418K | Buy |
2,454
+90
| +4% | +$15.3K | 0.18% | 31 |
|
|
2015
Q1 | $391K | Buy |
2,364
+835
| +55% | +$138K | 0.17% | 33 |
|
|
2014
Q4 | $266K | Buy |
1,529
+90
| +6% | +$15.7K | 0.13% | 38 |
|
|
2014
Q3 | $232K | Hold |
1,439
| – | – | 0.12% | 39 |
|
|
2014
Q2 | $218K | Buy |
+1,439
| New | +$218K | 0.11% | 37 |
|
|
2014
Q1 | – | Sell |
-1,201
| Closed | -$173K | – | 97 |
|
|
2013
Q4 | $173K | Buy |
1,201
+1,041
| +651% | +$150K | 0.1% | 40 |
|
|
2013
Q3 | $18K | Hold |
160
| – | – | 0.01% | 166 |
|
|
2013
Q2 | $16K | Buy |
+160
| New | +$16K | 0.01% | 149 |
|