TWM
Torch Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.21M | Sell |
7,992
-283
| -3% | -$42.8K | 0.67% | 52 |
|
|
2019
Q3 | $1.21M | Sell |
8,275
-150
| -2% | -$21.8K | 0.71% | 52 |
|
|
2019
Q2 | $1.38M | Sell |
8,425
-375
| -4% | -$61.6K | 0.83% | 46 |
|
|
2019
Q1 | $1.6M | Sell |
8,800
-80
| -0.9% | -$14.5K | 0.99% | 41 |
|
|
2018
Q4 | $1.43M | Sell |
8,880
-210
| -2% | -$33.9K | 1.03% | 41 |
|
|
2018
Q3 | $2.19M | Sell |
9,090
-150
| -2% | -$36.1K | 1.31% | 23 |
|
|
2018
Q2 | $2.1M | Sell |
9,240
-25
| -0.3% | -$5.68K | 1.32% | 25 |
|
|
2018
Q1 | $2.23M | Sell |
9,265
-390
| -4% | -$93.7K | 1.44% | 22 |
|
|
2017
Q4 | $2.41M | Buy |
9,655
+135
| +1% | +$33.7K | 1.47% | 20 |
|
|
2017
Q3 | $2.15M | Sell |
9,520
-50
| -0.5% | -$11.3K | 1.41% | 23 |
|
|
2017
Q2 | $2.08M | Hold |
9,570
| – | – | 1.44% | 23 |
|
|
2017
Q1 | $1.87M | Buy |
9,570
+75
| +0.8% | +$14.6K | 1.25% | 27 |
|
|
2016
Q4 | $1.77M | Hold |
9,495
| – | – | 1.25% | 26 |
|
|
2016
Q3 | $1.66M | Hold |
9,495
| – | – | 1.21% | 29 |
|
|
2016
Q2 | $1.44M | Sell |
9,495
-425
| -4% | -$64.5K | 1.05% | 37 |
|
|
2016
Q1 | $1.61M | Buy |
9,920
+325
| +3% | +$52.9K | 1.21% | 29 |
|
|
2015
Q4 | $1.43M | Hold |
9,595
| – | – | 1.05% | 32 |
|
|
2015
Q3 | $1.38M | Hold |
9,595
| – | – | 1.06% | 33 |
|
|
2015
Q2 | $1.64M | Buy |
9,595
+150
| +2% | +$25.6K | 1.13% | 34 |
|
|
2015
Q1 | $1.56M | Sell |
9,445
-400
| -4% | -$66.2K | 1.21% | 32 |
|
|
2014
Q4 | $1.71M | Buy |
9,845
+1,425
| +17% | +$248K | 1.31% | 31 |
|
|
2014
Q3 | $1.36M | Sell |
8,420
-500
| -6% | -$80.7K | 1% | 40 |
|
|
2014
Q2 | $1.35M | Hold |
8,920
| – | – | 0.92% | 43 |
|
|
2014
Q1 | $1.18M | Buy |
8,920
+975
| +12% | +$129K | 0.86% | 42 |
|
|
2013
Q4 | $1.14M | Buy |
+7,945
| New | +$1.14M | 0.87% | 44 |
|