Doyle 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
Q1 | – | Sell |
-16,054
| Closed | -$149K | – | 196 |
|
2019
Q4 | $149K | Sell |
16,054
-409
| -2% | -$3.8K | 0.02% | 210 |
|
2019
Q3 | $151K | Buy |
16,463
+2,184
| +15% | +$20K | 0.02% | 197 |
|
2019
Q2 | $146K | Sell |
14,279
-4,596
| -24% | -$47K | 0.02% | 227 |
|
2019
Q1 | $196K | Buy |
18,875
+4,916
| +35% | +$51K | 0.03% | 187 |
|
2018
Q4 | $107K | Sell |
13,959
-14,315
| -51% | -$110K | 0.02% | 236 |
|
2018
Q3 | $262K | Sell |
28,274
-1,831
| -6% | -$17K | 0.04% | 165 |
|
2018
Q2 | $333K | Buy |
30,105
+2,765
| +10% | +$30.6K | 0.06% | 137 |
|
2018
Q1 | $303K | Sell |
27,340
-10,305
| -27% | -$114K | 0.05% | 132 |
|
2017
Q4 | $470K | Buy |
37,645
+9,094
| +32% | +$114K | 0.08% | 104 |
|
2017
Q3 | $342K | Sell |
28,551
-175
| -0.6% | -$2.1K | 0.06% | 110 |
|
2017
Q2 | $321K | Buy |
28,726
+3,364
| +13% | +$37.6K | 0.06% | 108 |
|
2017
Q1 | $295K | Buy |
+25,362
| New | +$295K | 0.06% | 109 |
|