WR Wealth Planners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $53.4K | Buy |
190
+7
| +4% | +$1.97K | 0.02% | 314 |
|
|
2024
Q3 | $50K | Hold |
183
| – | – | 0.01% | 341 |
|
|
2024
Q2 | $54.8K | Sell |
183
-47
| -20% | -$14.1K | 0.02% | 318 |
|
|
2024
Q1 | $66.6K | Buy |
+230
| New | +$66.6K | 0.02% | 299 |
|
|
2023
Q4 | – | Sell |
-224
| Closed | -$59.3K | – | 415 |
|
|
2023
Q3 | $59.3K | Hold |
224
| – | – | 0.02% | 299 |
|
|
2023
Q2 | $55.5K | Hold |
224
| – | – | 0.02% | 305 |
|
|
2023
Q1 | $51.2K | Buy |
224
+193
| +623% | +$44.1K | 0.02% | 317 |
|
|
2022
Q4 | $5.31K | Buy |
31
+1
| +3% | +$171 | ﹤0.01% | 324 |
|
|
2022
Q3 | $4.52K | Sell |
30
-214
| -88% | -$32.2K | ﹤0.01% | 319 |
|
|
2022
Q2 | $55.4K | Hold |
244
| – | – | 0.04% | 160 |
|
|
2022
Q1 | $56.5K | Buy |
+244
| New | +$56.5K | 0.03% | 164 |
|