Clear Perspective Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $943K | Buy |
45,408
+1,371
| +3% | +$28.5K | 0.29% | 61 |
|
|
2021
Q3 | $624K | Buy |
44,037
+335
| +0.8% | +$4.75K | 0.21% | 77 |
|
|
2021
Q2 | $649K | Buy |
43,702
+6,724
| +18% | +$99.9K | 0.23% | 76 |
|
|
2021
Q1 | $453K | Buy |
36,978
+18,853
| +104% | +$231K | 0.18% | 90 |
|
|
2020
Q4 | $159K | Sell |
18,125
-1,919
| -10% | -$16.8K | 0.07% | 141 |
|
|
2020
Q3 | $1.64K | Sell |
20,044
-1,100
| -5% | -$90 | 0.77% | 26 |
|
|
2020
Q2 | $129K | Buy |
21,144
+8,975
| +74% | +$54.8K | 0.07% | 120 |
|
|
2020
Q1 | $59K | Buy |
+12,169
| New | +$59K | 0.04% | 111 |
|
|
2019
Q3 | – | Sell |
-18,739
| Closed | -$192K | – | 163 |
|
|
2019
Q2 | $192K | Sell |
18,739
-105
| -0.6% | -$1.08K | 0.12% | 141 |
|
|
2019
Q1 | $176K | Buy |
+18,844
| New | +$176K | 0.12% | 136 |
|
|
2018
Q4 | – | Sell |
-41,319
| Closed | -$382K | – | 135 |
|
|
2018
Q3 | $382K | Hold |
41,319
| – | – | 0.28% | 100 |
|
|
2018
Q2 | $457K | Buy |
41,319
+10,500
| +34% | +$116K | 0.32% | 86 |
|
|
2018
Q1 | $341K | Buy |
30,819
+4,219
| +16% | +$46.7K | 0.25% | 96 |
|
|
2017
Q4 | $332K | Sell |
26,600
-119
| -0.4% | -$1.49K | 0.25% | 99 |
|
|
2017
Q3 | $320K | Buy |
26,719
+18,110
| +210% | +$217K | 0.26% | 100 |
|
|
2017
Q2 | $96K | Sell |
8,609
-860
| -9% | -$9.59K | 0.08% | 171 |
|
|
2017
Q1 | $110K | Buy |
9,469
+200
| +2% | +$2.32K | 0.07% | 159 |
|
|
2016
Q4 | $112K | Buy |
+9,269
| New | +$112K | 0.07% | 159 |
|