WP
WealthSource Partners’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $360K | Buy |
1,423
+27
| +2% | +$6.83K | 0.02% | 388 |
|
|
2023
Q3 | $370K | Buy |
1,396
+5
| +0.4% | +$1.32K | 0.03% | 373 |
|
|
2023
Q2 | $345K | Sell |
1,391
-143
| -9% | -$35.5K | 0.02% | 383 |
|
|
2023
Q1 | $351K | Sell |
1,534
-79
| -5% | -$18.1K | 0.02% | 380 |
|
|
2022
Q4 | $279K | Sell |
1,613
-26
| -2% | -$4.5K | 0.02% | 408 |
|
|
2022
Q3 | $243K | Sell |
1,639
-48
| -3% | -$7.12K | 0.02% | 424 |
|
|
2022
Q2 | $382K | Buy |
1,687
+226
| +15% | +$51.2K | 0.03% | 352 |
|
|
2022
Q1 | $338K | Buy |
1,461
+9
| +0.6% | +$2.08K | 0.02% | 424 |
|
|
2021
Q4 | $376K | Sell |
1,452
-161
| -10% | -$41.7K | 0.03% | 366 |
|
|
2021
Q3 | $354K | Buy |
1,613
+645
| +67% | +$142K | 0.03% | 351 |
|
|
2021
Q2 | $289K | Sell |
968
-796
| -45% | -$238K | 0.03% | 373 |
|
|
2021
Q1 | $501K | Buy |
1,764
+362
| +26% | +$103K | 0.05% | 241 |
|
|
2020
Q4 | $364K | Buy |
1,402
+88
| +7% | +$22.8K | 0.04% | 255 |
|
|
2020
Q3 | $330K | Buy |
+1,314
| New | +$330K | 0.04% | 244 |
|
|
2020
Q1 | – | Sell |
-1,418
| Closed | -$214K | – | 365 |
|
|
2019
Q4 | $214K | Sell |
1,418
-610
| -30% | -$92.1K | 0.03% | 387 |
|
|
2019
Q3 | $295K | Buy |
+2,028
| New | +$295K | 0.04% | 328 |
|
|
2018
Q4 | – | Sell |
-1,300
| Closed | -$313K | – | 317 |
|
|
2018
Q3 | $313K | Sell |
1,300
-464
| -26% | -$112K | 0.08% | 211 |
|
|
2018
Q2 | $401K | Sell |
1,764
-112
| -6% | -$25.5K | 0.11% | 175 |
|
|
2018
Q1 | $450K | Buy |
+1,876
| New | +$450K | 0.14% | 155 |
|