Whitegate Investment Counselors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,697
| Closed | -$1.25M | – | 112 |
|
|
2021
Q3 | $1.25M | Sell |
5,697
-65
| -1% | -$14.3K | 0.18% | 103 |
|
|
2021
Q2 | $1.72M | Buy |
5,762
+25
| +0.4% | +$7.46K | 0.24% | 86 |
|
|
2021
Q1 | $1.63M | Hold |
5,737
| – | – | 0.25% | 86 |
|
|
2020
Q4 | $1.49M | Sell |
5,737
-240
| -4% | -$62.3K | 0.24% | 83 |
|
|
2020
Q3 | $1.5M | Sell |
5,977
-210
| -3% | -$52.8K | 0.27% | 82 |
|
|
2020
Q2 | $868K | Buy |
6,187
+140
| +2% | +$19.6K | 0.17% | 105 |
|
|
2020
Q1 | $733K | Sell |
6,047
-1,305
| -18% | -$158K | 0.18% | 106 |
|
|
2019
Q4 | $1.11M | Sell |
7,352
-830
| -10% | -$126K | 0.2% | 96 |
|
|
2019
Q3 | $1.19M | Sell |
8,182
-325
| -4% | -$47.3K | 0.23% | 93 |
|
|
2019
Q2 | $1.4M | Buy |
8,507
+1,053
| +14% | +$173K | 0.28% | 81 |
|
|
2019
Q1 | $1.35M | Buy |
7,454
+182
| +3% | +$33K | 0.28% | 84 |
|
|
2018
Q4 | $1.17M | Sell |
7,272
-78
| -1% | -$12.6K | 0.27% | 87 |
|
|
2018
Q3 | $1.77M | Buy |
7,350
+970
| +15% | +$234K | 0.36% | 81 |
|
|
2018
Q2 | $1.45M | Buy |
6,380
+2,115
| +50% | +$480K | 0.3% | 86 |
|
|
2018
Q1 | $1.02M | Buy |
4,265
+55
| +1% | +$13.2K | 0.22% | 102 |
|
|
2017
Q4 | $1.05M | Buy |
4,210
+340
| +9% | +$84.9K | 0.22% | 101 |
|
|
2017
Q3 | $873K | Buy |
+3,870
| New | +$873K | 0.19% | 102 |
|