Circle Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,071
| Closed | -$123K | – | 99 |
|
|
2018
Q2 | $123K | Buy |
11,071
+82
| +0.7% | +$911 | 0.04% | 99 |
|
|
2018
Q1 | $122K | Buy |
10,989
+92
| +0.8% | +$1.02K | 0.04% | 95 |
|
|
2017
Q4 | $136K | Sell |
10,897
-8,247
| -43% | -$103K | 0.05% | 95 |
|
|
2017
Q3 | $229K | Buy |
19,144
+582
| +3% | +$6.96K | 0.09% | 76 |
|
|
2017
Q2 | $208K | Buy |
18,562
+4,680
| +34% | +$52.4K | 0.09% | 79 |
|
|
2017
Q1 | $162K | Buy |
+13,882
| New | +$162K | 0.08% | 75 |
|