Buckley Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-25,460
| Closed | -$155K | – | 113 |
|
2020
Q2 | $155K | Sell |
25,460
-5,900
| -19% | -$35.9K | 0.07% | 118 |
|
2020
Q1 | $151K | Sell |
31,360
-3,790
| -11% | -$18.2K | 0.08% | 117 |
|
2019
Q4 | $327K | Sell |
35,150
-37,800
| -52% | -$352K | 0.15% | 108 |
|
2019
Q3 | $668K | Sell |
72,950
-6,545
| -8% | -$59.9K | 0.33% | 56 |
|
2019
Q2 | $813K | Sell |
79,495
-16,400
| -17% | -$168K | 0.38% | 44 |
|
2019
Q1 | $842K | Sell |
95,895
-3,100
| -3% | -$27.2K | 0.4% | 44 |
|
2018
Q4 | $757K | Sell |
98,995
-23,225
| -19% | -$178K | 0.39% | 48 |
|
2018
Q3 | $1.13M | Sell |
122,220
-2,105
| -2% | -$19.5K | 0.49% | 38 |
|
2018
Q2 | $1.38M | Sell |
124,325
-27,400
| -18% | -$303K | 0.65% | 37 |
|
2018
Q1 | $1.68M | Buy |
151,725
+8,760
| +6% | +$97.1K | 0.83% | 30 |
|
2017
Q4 | $1.79M | Buy |
+142,965
| New | +$1.79M | 0.9% | 29 |
|