ZAM
Zevin Asset Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,916
| Closed | -$700K | – | 114 |
|
|
2018
Q1 | $700K | Sell |
2,916
-11
| -0.4% | -$2.64K | 0.18% | 70 |
|
|
2017
Q4 | $730K | Hold |
2,927
| – | – | 0.17% | 78 |
|
|
2017
Q3 | $660K | Sell |
2,927
-17
| -0.6% | -$3.83K | 0.16% | 83 |
|
|
2017
Q2 | $640K | Hold |
2,944
| – | – | 0.16% | 77 |
|
|
2017
Q1 | $575K | Hold |
2,944
| – | – | 0.15% | 77 |
|
|
2016
Q4 | $548K | Buy |
2,944
+6
| +0.2% | +$1.12K | 0.14% | 79 |
|
|
2016
Q3 | $513K | Hold |
2,938
| – | – | 0.17% | 74 |
|
|
2016
Q2 | $446K | Hold |
2,938
| – | – | 0.12% | 83 |
|
|
2016
Q1 | $478K | Buy |
2,938
+22
| +0.8% | +$3.58K | 0.14% | 80 |
|
|
2015
Q4 | $434K | Hold |
2,916
| – | – | 0.11% | 89 |
|
|
2015
Q3 | $420K | Hold |
2,916
| – | – | 0.12% | 93 |
|
|
2015
Q2 | $497K | Hold |
2,916
| – | – | 0.13% | 94 |
|
|
2015
Q1 | $482K | Hold |
2,916
| – | – | 0.13% | 90 |
|
|
2014
Q4 | $506K | Hold |
2,916
| – | – | 0.14% | 90 |
|
|
2014
Q3 | $471K | Hold |
2,916
| – | – | 0.14% | 91 |
|
|
2014
Q2 | $441K | Buy |
+2,916
| New | +$441K | 0.13% | 89 |
|