CWM
Concert Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-125,176
| Closed | -$1.52M | – | 240 |
|
|
2017
Q1 | $1.52M | Sell |
125,176
-2,456
| -2% | -$29.8K | 0.34% | 75 |
|
|
2016
Q4 | $1.55M | Sell |
127,632
-195,807
| -61% | -$2.38M | 0.35% | 70 |
|
|
2016
Q3 | $3.91M | Buy |
323,439
+26,904
| +9% | +$325K | 0.47% | 38 |
|
|
2016
Q2 | $3.75M | Buy |
296,535
+33,851
| +13% | +$428K | 0.51% | 35 |
|
|
2016
Q1 | $3.55M | Buy |
262,684
+11,946
| +5% | +$162K | 0.48% | 43 |
|
|
2015
Q4 | $3.53M | Buy |
250,738
+6,980
| +3% | +$98.2K | 0.47% | 42 |
|
|
2015
Q3 | $3.31M | Buy |
243,758
+38,563
| +19% | +$523K | 0.45% | 45 |
|
|
2015
Q2 | $3.1M | Buy |
205,195
+6,134
| +3% | +$92.6K | 0.4% | 44 |
|
|
2015
Q1 | $2.24M | Buy |
199,061
+67,266
| +51% | +$757K | 0.64% | 31 |
|
|
2014
Q4 | $2.05M | Sell |
131,795
-4,105
| -3% | -$64K | 0.31% | 73 |
|
|
2014
Q3 | $2.01M | Sell |
135,900
-11,975
| -8% | -$177K | 0.27% | 45 |
|
|
2014
Q2 | $2.44M | Buy |
147,875
+427
| +0.3% | +$7.05K | 0.3% | 34 |
|
|
2014
Q1 | $2.28M | Sell |
147,448
-22,199
| -13% | -$343K | 0.28% | 34 |
|
|
2013
Q4 | $2.62M | Buy |
169,647
+15,538
| +10% | +$240K | 0.33% | 28 |
|
|
2013
Q3 | $2.6M | Buy |
154,109
+15,294
| +11% | +$258K | 0.37% | 21 |
|
|
2013
Q2 | $2.15M | Buy |
+138,815
| New | +$2.15M | 0.32% | 25 |
|