WESPAC Advisors SoCal’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,440
| Closed | -$554K | – | 344 |
|
|
2018
Q4 | $554K | Sell |
3,440
-920
| -21% | -$148K | 0.35% | 43 |
|
|
2018
Q3 | $1.05M | Buy |
4,360
+617
| +16% | +$148K | 0.53% | 40 |
|
|
2018
Q2 | $849K | Buy |
3,743
+8
| +0.2% | +$1.82K | 0.49% | 41 |
|
|
2018
Q1 | $896K | Buy |
3,735
+425
| +13% | +$102K | 0.52% | 39 |
|
|
2017
Q4 | $825K | Buy |
3,310
+50
| +2% | +$12.5K | 0.47% | 39 |
|
|
2017
Q3 | $735K | Buy |
+3,260
| New | +$735K | 0.44% | 37 |
|