Windsor Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,290
| Closed | -$260K | – | 185 |
|
2022
Q1 | $260K | Sell |
1,290
-22
| -2% | -$4.43K | 0.05% | 198 |
|
2021
Q4 | $348K | Buy |
1,312
+249
| +23% | +$66K | 0.06% | 176 |
|
2021
Q3 | $237K | Buy |
1,063
+107
| +11% | +$23.9K | 0.05% | 201 |
|
2021
Q2 | $285K | Buy |
956
+214
| +29% | +$63.8K | 0.06% | 180 |
|
2021
Q1 | $211K | Buy |
+742
| New | +$211K | 0.05% | 194 |
|
2020
Q4 | – | Sell |
-774
| Closed | -$215K | – | 191 |
|
2020
Q3 | $215K | Buy |
+774
| New | +$215K | 0.06% | 180 |
|
2018
Q4 | – | Sell |
-1,039
| Closed | -$250K | – | 136 |
|
2018
Q3 | $250K | Buy |
+1,039
| New | +$250K | 0.16% | 115 |
|