Sweet Financial Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $316K | Sell |
1,156
-4
| -0.3% | -$1.09K | 0.07% | 163 |
|
2024
Q2 | $348K | Hold |
1,160
| – | – | 0.08% | 148 |
|
2024
Q1 | $336K | Buy |
1,160
+120
| +12% | +$34.8K | 0.08% | 153 |
|
2023
Q4 | $263K | Sell |
1,040
-50
| -5% | -$12.6K | 0.06% | 166 |
|
2023
Q3 | $289K | Hold |
1,090
| – | – | 0.08% | 146 |
|
2023
Q2 | $270K | Hold |
1,090
| – | – | 0.07% | 146 |
|
2023
Q1 | $249K | Buy |
+1,090
| New | +$249K | 0.07% | 156 |
|