Capital Planning Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,048
| Closed | -$146K | – | 124 |
|
|
2017
Q2 | $146K | Hold |
13,048
| – | – | 0.06% | 130 |
|
|
2017
Q1 | $152K | Hold |
13,048
| – | – | 0.08% | 132 |
|
|
2016
Q4 | $158K | Hold |
13,048
| – | – | 0.08% | 97 |
|
|
2016
Q3 | $157K | Hold |
13,048
| – | – | 0.08% | 95 |
|
|
2016
Q2 | $164K | Hold |
13,048
| – | – | 0.09% | 98 |
|
|
2016
Q1 | $176K | Hold |
13,048
| – | – | 0.08% | 96 |
|
|
2015
Q4 | $184K | Hold |
13,048
| – | – | 0.11% | 101 |
|
|
2015
Q3 | $177K | Hold |
13,048
| – | – | 0.12% | 100 |
|
|
2015
Q2 | $196K | Hold |
13,048
| – | – | 0.12% | 103 |
|
|
2015
Q1 | $211K | Buy |
+13,048
| New | +$211K | 0.15% | 96 |
|