WGCA
Wolf Group Capital Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-986
| Closed | -$237K | – | 91 |
|
|
2018
Q3 | $237K | Sell |
986
-64
| -6% | -$15.4K | 0.15% | 87 |
|
|
2018
Q2 | $238K | Sell |
1,050
-25
| -2% | -$5.67K | 0.16% | 90 |
|
|
2018
Q1 | $258K | Sell |
1,075
-51
| -5% | -$12.2K | 0.17% | 96 |
|
|
2017
Q4 | $281K | Hold |
1,126
| – | – | 0.17% | 98 |
|
|
2017
Q3 | $249K | Hold |
1,126
| – | – | 0.17% | 99 |
|
|
2017
Q2 | $245K | Sell |
1,126
-297
| -21% | -$64.6K | 0.19% | 84 |
|
|
2017
Q1 | $278K | Sell |
1,423
-475
| -25% | -$92.8K | 0.18% | 84 |
|
|
2016
Q4 | $353K | Buy |
1,898
+28
| +1% | +$5.21K | 0.24% | 82 |
|
|
2016
Q3 | $327K | Sell |
1,870
-224
| -11% | -$39.2K | 0.23% | 83 |
|
|
2016
Q2 | $318K | Sell |
2,094
-450
| -18% | -$68.3K | 0.23% | 79 |
|
|
2016
Q1 | $414K | Sell |
2,544
-1,220
| -32% | -$199K | 0.31% | 71 |
|
|
2015
Q4 | $561K | Sell |
3,764
-2,463
| -40% | -$367K | 0.42% | 69 |
|
|
2015
Q3 | $897K | Sell |
6,227
-615
| -9% | -$88.6K | 0.72% | 55 |
|
|
2015
Q2 | $1.17M | Buy |
6,842
+830
| +14% | +$141K | 0.78% | 52 |
|
|
2015
Q1 | $995K | Buy |
6,012
+345
| +6% | +$57.1K | 0.69% | 58 |
|
|
2014
Q4 | $984K | Buy |
5,667
+200
| +4% | +$34.7K | 0.71% | 58 |
|
|
2014
Q3 | $883K | Hold |
5,467
| – | – | 0.66% | 60 |
|
|
2014
Q2 | $828K | Sell |
5,467
-178
| -3% | -$27K | 0.6% | 63 |
|
|
2014
Q1 | $748K | Buy |
5,645
+480
| +9% | +$63.6K | 0.58% | 68 |
|
|
2013
Q4 | $743K | Buy |
+5,165
| New | +$743K | 0.6% | 62 |
|