Wealthstreet Investment Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,059
| Closed | -$5.13M | – | 171 |
|
|
2021
Q1 | $5.13M | Sell |
18,059
-100
| -0.6% | -$28.4K | 0.5% | 49 |
|
|
2020
Q4 | $4.71M | Buy |
18,159
+50
| +0.3% | +$13K | 0.48% | 51 |
|
|
2020
Q3 | $4.56M | Sell |
18,109
-415
| -2% | -$104K | 0.51% | 50 |
|
|
2020
Q2 | $2.6M | Sell |
18,524
-35
| -0.2% | -$4.91K | 0.32% | 70 |
|
|
2020
Q1 | $2.25M | Sell |
18,559
-3,726
| -17% | -$452K | 0.33% | 71 |
|
|
2019
Q4 | $3.37M | Sell |
22,285
-455
| -2% | -$68.8K | 0.39% | 63 |
|
|
2019
Q3 | $3.59M | Sell |
22,740
-320
| -1% | -$50.6K | 0.46% | 60 |
|
|
2019
Q2 | $3.79M | Buy |
23,060
+231
| +1% | +$37.9K | 0.49% | 57 |
|
|
2019
Q1 | $4.14M | Buy |
22,829
+1,469
| +7% | +$266K | 0.55% | 52 |
|
|
2018
Q4 | $3.72M | Buy |
21,360
+435
| +2% | +$75.7K | 0.52% | 55 |
|
|
2018
Q3 | $5.04M | Buy |
20,925
+690
| +3% | +$166K | 0.62% | 45 |
|
|
2018
Q2 | $4.59M | Sell |
20,235
-74
| -0.4% | -$16.8K | 0.61% | 45 |
|
|
2018
Q1 | $4.88M | Buy |
20,309
+80
| +0.4% | +$19.2K | 0.61% | 39 |
|
|
2017
Q4 | $5.05M | Buy |
+20,229
| New | +$5.05M | 0.61% | 41 |
|