Wealthspire Advisors (Maryland)’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Sell |
4,175
-416
| -9% | -$105K | 0.04% | 183 |
|
|
2020
Q2 | $644K | Buy |
4,591
+51
| +1% | +$7.15K | 0.05% | 213 |
|
|
2020
Q1 | $551K | Sell |
4,540
-263
| -5% | -$31.9K | 0.05% | 216 |
|
|
2019
Q4 | $726K | Sell |
4,803
-2,046
| -30% | -$309K | 0.05% | 216 |
|
|
2019
Q3 | $997K | Buy |
6,849
+1,208
| +21% | +$176K | 0.07% | 144 |
|
|
2019
Q2 | $926K | Sell |
5,641
-463
| -8% | -$76K | 0.07% | 145 |
|
|
2019
Q1 | $1.11M | Sell |
6,104
-334
| -5% | -$60.6K | 0.08% | 125 |
|
|
2018
Q4 | $1.04M | Sell |
6,438
-610
| -9% | -$98.4K | 0.09% | 118 |
|
|
2018
Q3 | $1.7M | Sell |
7,048
-500
| -7% | -$120K | 0.14% | 93 |
|
|
2018
Q2 | $1.71M | Sell |
7,548
-418
| -5% | -$94.9K | 0.16% | 89 |
|
|
2018
Q1 | $1.91M | Sell |
7,966
-361
| -4% | -$86.7K | 0.18% | 83 |
|
|
2017
Q4 | $2.08M | Sell |
8,327
-17
| -0.2% | -$4.24K | 0.2% | 80 |
|
|
2017
Q3 | $1.88M | Sell |
8,344
-73
| -0.9% | -$16.5K | 0.21% | 80 |
|
|
2017
Q2 | $1.83M | Buy |
8,417
+733
| +10% | +$159K | 0.22% | 76 |
|
|
2017
Q1 | $1.5M | Buy |
7,684
+783
| +11% | +$153K | 0.21% | 70 |
|
|
2016
Q4 | $1.29M | Sell |
6,901
-446
| -6% | -$83K | 0.19% | 81 |
|
|
2016
Q3 | $1.28M | Buy |
7,347
+767
| +12% | +$134K | 0.2% | 80 |
|
|
2016
Q2 | $999K | Buy |
6,580
+277
| +4% | +$42.1K | 0.17% | 95 |
|
|
2016
Q1 | $1.03M | Buy |
6,303
+1,179
| +23% | +$192K | 0.18% | 88 |
|
|
2015
Q4 | $763K | Buy |
+5,124
| New | +$763K | 0.14% | 109 |
|