Transform Wealth’s FedEx FDX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,749	Closed	-$3.89M	–	224
2021 Q3	$3.89M	Buy	17,749 +657	+4%	+$144K	0.45%	69
2021 Q2	$5.1M	Buy	+17,092	New	+$5.1M	0.62%	58
2018 Q4	–	Sell	-12,481	Closed	-$3.01M	–	185
2018 Q3	$3.01M	Buy	12,481 +960	+8%	+$231K	0.52%	70
2018 Q2	$2.62M	Buy	11,521 +1,090	+10%	+$247K	0.47%	72
2018 Q1	$2.51M	Buy	10,431 +621	+6%	+$149K	0.48%	74
2017 Q4	$2.45M	Buy	9,810 +718	+8%	+$179K	0.45%	78
2017 Q3	$2.05M	Buy	9,092 +132	+1%	+$29.8K	0.72%	39
2017 Q2	$1.95M	Buy	8,960 +525	+6%	+$114K	2.19%	13
2017 Q1	$1.65M	Buy	8,435 +809	+11%	+$158K	0.62%	45
2016 Q4	$1.42M	Buy	7,626 +342	+5%	+$63.7K	0.56%	51
2016 Q3	$1.27M	Buy	7,284 +259	+4%	+$45.2K	0.55%	59
2016 Q2	$1.07M	Buy	+7,025	New	+$1.07M	0.45%	74