Stamos Capital Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,660
| Closed | -$980K | – | 116 |
|
|
2022
Q4 | $980K | Buy |
+5,660
| New | +$980K | 0.31% | 84 |
|
|
2022
Q3 | – | Sell |
-1,040
| Closed | -$236K | – | 188 |
|
|
2022
Q2 | $236K | Buy |
+1,040
| New | +$236K | 0.07% | 111 |
|
|
2020
Q4 | – | Sell |
-9,000
| Closed | -$2.26M | – | 61 |
|
|
2020
Q3 | $2.26M | Sell |
9,000
-3,000
| -25% | -$755K | 0.84% | 29 |
|
|
2020
Q2 | $1.68M | Sell |
12,000
-7,992
| -40% | -$1.12M | 0.96% | 26 |
|
|
2020
Q1 | $2.42M | Buy |
19,992
+6,707
| +50% | +$813K | 1.28% | 31 |
|
|
2019
Q4 | $2.01M | Buy |
13,285
+5,585
| +73% | +$845K | 1.62% | 15 |
|
|
2019
Q3 | $1.12M | Buy |
+7,700
| New | +$1.12M | 1% | 26 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$366K | – | 66 |
|
|
2019
Q1 | $366K | Hold |
2,000
| – | – | 0.47% | 51 |
|
|
2018
Q4 | $323K | Buy |
+2,000
| New | +$323K | 0.24% | 63 |
|