Welch & Forbes’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,167
| Closed | -$212K | – | 350 |
|
|
2019
Q1 | $212K | Sell |
1,167
-234
| -17% | -$42.5K | 0.01% | 331 |
|
|
2018
Q4 | $226K | Hold |
1,401
| – | – | 0.01% | 313 |
|
|
2018
Q3 | $337K | Hold |
1,401
| – | – | 0.01% | 291 |
|
|
2018
Q2 | $318K | Hold |
1,401
| – | – | 0.01% | 298 |
|
|
2018
Q1 | $336K | Buy |
1,401
+543
| +63% | +$130K | 0.01% | 291 |
|
|
2017
Q4 | $214K | Buy |
+858
| New | +$214K | 0.01% | 322 |
|
|
2016
Q1 | – | Sell |
-2,450
| Closed | -$364K | – | 349 |
|
|
2015
Q4 | $364K | Buy |
2,450
+580
| +31% | +$86.2K | 0.01% | 257 |
|
|
2015
Q3 | $270K | Buy |
1,870
+200
| +12% | +$28.9K | 0.01% | 294 |
|
|
2015
Q2 | $285K | Buy |
1,670
+420
| +34% | +$71.7K | 0.01% | 291 |
|
|
2015
Q1 | $207K | Sell |
1,250
-1,358
| -52% | -$225K | 0.01% | 320 |
|
|
2014
Q4 | $453K | Buy |
2,608
+50
| +2% | +$8.69K | 0.01% | 269 |
|
|
2014
Q3 | $413K | Buy |
2,558
+600
| +31% | +$96.9K | 0.01% | 276 |
|
|
2014
Q2 | $296K | Sell |
1,958
-150
| -7% | -$22.7K | 0.01% | 284 |
|
|
2014
Q1 | $279K | Hold |
2,108
| – | – | 0.01% | 293 |
|
|
2013
Q4 | $303K | Sell |
2,108
-20
| -0.9% | -$2.88K | 0.01% | 277 |
|
|
2013
Q3 | $243K | Buy |
+2,128
| New | +$243K | 0.01% | 311 |
|