VWA
V Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-728
| Closed | -$218K | – | 477 |
|
|
2021
Q2 | $218K | Buy |
+728
| New | +$218K | 0.03% | 435 |
|
|
2020
Q1 | – | Sell |
-1,446
| Closed | -$211K | – | 333 |
|
|
2019
Q4 | $211K | Hold |
1,446
| – | – | 0.08% | 263 |
|
|
2019
Q3 | $211K | Sell |
1,446
-6,669
| -82% | -$973K | 0.08% | 265 |
|
|
2019
Q2 | $1.33M | Sell |
8,115
-515
| -6% | -$84.5K | 0.51% | 60 |
|
|
2019
Q1 | $1.72M | Sell |
8,630
-294
| -3% | -$58.7K | 0.7% | 35 |
|
|
2018
Q4 | $1.51M | Sell |
8,924
-584
| -6% | -$98.6K | 0.77% | 36 |
|
|
2018
Q3 | $2.29M | Buy |
9,508
+433
| +5% | +$104K | 1.06% | 18 |
|
|
2018
Q2 | $2.14M | Buy |
9,075
+346
| +4% | +$81.6K | 1.2% | 21 |
|
|
2018
Q1 | $2.09M | Buy |
8,729
+69
| +0.8% | +$16.5K | 1.11% | 23 |
|
|
2017
Q4 | $2.33M | Buy |
8,660
+175
| +2% | +$47.1K | 1.18% | 21 |
|
|
2017
Q3 | $1.92M | Buy |
8,485
+552
| +7% | +$125K | 0.97% | 32 |
|
|
2017
Q2 | $1.73M | Sell |
7,933
-47
| -0.6% | -$10.2K | 0.81% | 36 |
|
|
2017
Q1 | $1.57M | Buy |
7,980
+968
| +14% | +$190K | 0.96% | 31 |
|
|
2016
Q4 | $1.31M | Buy |
+7,012
| New | +$1.31M | 0.96% | 38 |
|