Summit Financial Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,259
| Closed | -$1.68M | – | 148 |
|
|
2019
Q2 | $1.68M | Buy |
10,259
+1,860
| +22% | +$305K | 0.41% | 58 |
|
|
2019
Q1 | $1.56M | Buy |
8,399
+5,140
| +158% | +$952K | 0.41% | 56 |
|
|
2018
Q4 | $526K | Sell |
3,259
-5,508
| -63% | -$889K | 0.17% | 79 |
|
|
2018
Q3 | $1.94M | Buy |
8,767
+1,078
| +14% | +$238K | 0.58% | 49 |
|
|
2018
Q2 | $1.85M | Hold |
7,689
| – | – | 0.62% | 50 |
|
|
2018
Q1 | $1.85M | Buy |
+7,689
| New | +$1.85M | 0.61% | 50 |
|