Elite Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $6K | Buy |
+528
| New | +$6K | 0.01% | 125 |
|
|
2015
Q3 | – | Sell |
-33,615
| Closed | -$504K | – | 61 |
|
|
2015
Q2 | $504K | Buy |
+33,615
| New | +$504K | 0.52% | 43 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 192 |
|
|
2014
Q3 | – | Sell |
-5,100
| Closed | -$88K | – | 368 |
|
|
2014
Q2 | $88K | Sell |
5,100
-238,991
| -98% | -$4.12M | 0.09% | 82 |
|
|
2014
Q1 | $3.81M | Sell |
244,091
-56,000
| -19% | -$874K | 3.08% | 4 |
|
|
2013
Q4 | $4.63M | Buy |
300,091
+171,752
| +134% | +$2.65M | 3.39% | 4 |
|
|
2013
Q3 | $2.17M | Buy |
128,339
+24,500
| +24% | +$413K | 1.91% | 7 |
|
|
2013
Q2 | $1.61M | Buy |
+103,839
| New | +$1.61M | 2.36% | 6 |
|