Bell & Brown Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-10,891
| Closed | -$96K | – | 84 |
|
2019
Q1 | $96K | Sell |
10,891
-4,290
| -28% | -$37.8K | 0.09% | 83 |
|
2018
Q4 | $116K | Sell |
15,181
-16,055
| -51% | -$123K | 0.12% | 76 |
|
2018
Q3 | $298K | Sell |
31,236
-171
| -0.5% | -$1.63K | 0.28% | 75 |
|
2018
Q2 | $348K | Buy |
31,407
+2,035
| +7% | +$22.5K | 0.34% | 68 |
|
2018
Q1 | $331K | Sell |
29,372
-2,038
| -6% | -$23K | 0.35% | 72 |
|
2017
Q4 | $392K | Buy |
+31,410
| New | +$392K | 0.41% | 69 |
|