YorkBridge Wealth Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-825
| Closed | -$214K | – | 243 |
|
|
2020
Q4 | $214K | Buy |
825
+12
| +1% | +$3.11K | 0.07% | 204 |
|
|
2020
Q3 | $204K | Buy |
+813
| New | +$204K | 0.09% | 169 |
|
|
2019
Q3 | – | Sell |
-1,840
| Closed | -$302K | – | 338 |
|
|
2019
Q2 | $302K | Buy |
1,840
+1,177
| +178% | +$193K | 0.13% | 140 |
|
|
2019
Q1 | $120K | Buy |
663
+273
| +70% | +$49.4K | 0.06% | 248 |
|
|
2018
Q4 | $63K | Sell |
390
-20
| -5% | -$3.23K | 0.03% | 307 |
|
|
2018
Q3 | $98K | Sell |
410
-1,584
| -79% | -$379K | 0.04% | 287 |
|
|
2018
Q2 | $453K | Hold |
1,994
| – | – | 0.2% | 106 |
|
|
2018
Q1 | $482K | Buy |
1,994
+52
| +3% | +$12.6K | 0.22% | 97 |
|
|
2017
Q4 | $483K | Buy |
1,942
+861
| +80% | +$214K | 0.23% | 97 |
|
|
2017
Q3 | $244K | Sell |
1,081
-150
| -12% | -$33.9K | 0.13% | 155 |
|
|
2017
Q2 | $268K | Sell |
1,231
-110
| -8% | -$23.9K | 0.14% | 140 |
|
|
2017
Q1 | $253K | Sell |
1,341
-66
| -5% | -$12.5K | 0.13% | 144 |
|
|
2016
Q4 | $269K | Buy |
+1,407
| New | +$269K | 0.16% | 127 |
|