Aspiriant Holdings S3’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $567K | Buy |
40,250
+2,380
| +6% | +$33.5K | 0.24% | 89 |
|
2015
Q3 | $514K | Buy |
37,870
+2,628
| +7% | +$35.7K | 0.24% | 85 |
|
2015
Q2 | $529K | Buy |
35,242
+2,500
| +8% | +$37.5K | 0.21% | 86 |
|
2015
Q1 | $528K | Buy |
32,742
+7,022
| +27% | +$113K | 0.21% | 85 |
|
2014
Q4 | $399K | Sell |
25,720
-1,830
| -7% | -$28.4K | 0.16% | 94 |
|
2014
Q3 | $407K | Buy |
27,550
+2,290
| +9% | +$33.8K | 0.16% | 88 |
|
2014
Q2 | $435K | Buy |
25,260
+4,450
| +21% | +$76.6K | 0.17% | 90 |
|
2014
Q1 | $325K | Buy |
+20,810
| New | +$325K | 0.14% | 93 |
|