WealthPLAN Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-372
| Closed | -$92.3K | – | 571 |
|
|
2023
Q2 | $92.3K | Sell |
372
-131
| -26% | -$32.5K | 0.01% | 413 |
|
|
2023
Q1 | $115K | Sell |
503
-2,581
| -84% | -$590K | 0.01% | 397 |
|
|
2022
Q4 | $656K | Buy |
+3,084
| New | +$656K | 0.05% | 219 |
|
|
2022
Q1 | $573K | Sell |
2,878
-154
| -5% | -$30.7K | 0.04% | 234 |
|
|
2021
Q4 | $745K | Sell |
3,032
-108
| -3% | -$26.5K | 0.05% | 207 |
|
|
2021
Q3 | $776K | Buy |
3,140
+27
| +0.9% | +$6.67K | 0.05% | 196 |
|
|
2021
Q2 | $860K | Sell |
3,113
-7,134
| -70% | -$1.97M | 0.06% | 165 |
|
|
2021
Q1 | $3.12M | Sell |
10,247
-14,518
| -59% | -$4.42M | 0.24% | 82 |
|
|
2020
Q4 | $6.14M | Sell |
24,765
-2,081
| -8% | -$516K | 0.52% | 62 |
|
|
2020
Q3 | $7.17M | Sell |
26,846
-1,686
| -6% | -$450K | 0.7% | 48 |
|
|
2020
Q2 | $5.82M | Buy |
28,532
+4,505
| +19% | +$918K | 0.6% | 54 |
|
|
2020
Q1 | $2.62M | Buy |
24,027
+5,478
| +30% | +$598K | 0.34% | 73 |
|
|
2019
Q4 | $2.94M | Buy |
18,549
+831
| +5% | +$132K | 0.35% | 75 |
|
|
2019
Q3 | $2.77M | Buy |
17,718
+2,495
| +16% | +$390K | 0.38% | 72 |
|
|
2019
Q2 | $2.44M | Buy |
+15,223
| New | +$2.44M | 0.37% | 70 |
|
|
2017
Q2 | – | Sell |
-41
| Closed | -$8.03K | – | 261 |
|
|
2017
Q1 | $8.03K | Buy |
+41
| New | +$8.03K | 0.03% | 297 |
|
|
2016
Q3 | $109K | Sell |
628
-478
| -43% | -$83K | 0.04% | 222 |
|
|
2016
Q2 | $86.3K | Buy |
+1,106
| New | +$86.3K | 0.01% | 665 |
|
|
2015
Q4 | $19.4K | Buy |
+330
| New | +$19.4K | ﹤0.01% | 934 |
|
|
2015
Q2 | $17K | Hold |
100
| – | – | 0.01% | 271 |
|
|
2015
Q1 | $17K | Buy |
+100
| New | +$17K | 0.01% | 331 |
|