Financial Architects (New Jersey)’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-500
| Closed | -$3K | – | 429 |
|
2020
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 770 |
|
2020
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 776 |
|
2019
Q4 | $5K | Sell |
500
-1,500
| -75% | -$15K | ﹤0.01% | 762 |
|
2019
Q3 | $18K | Sell |
2,000
-4,154
| -68% | -$37.4K | ﹤0.01% | 603 |
|
2019
Q2 | $63K | Sell |
6,154
-15,605
| -72% | -$160K | 0.01% | 408 |
|
2019
Q1 | $191K | Buy |
21,759
+3,521
| +19% | +$30.9K | 0.03% | 285 |
|
2018
Q4 | $140K | Buy |
18,238
+14,857
| +439% | +$114K | 0.03% | 308 |
|
2018
Q3 | $32K | Sell |
3,381
-1,519
| -31% | -$14.4K | 0.01% | 671 |
|
2018
Q2 | $54K | Sell |
4,900
-1,327
| -21% | -$14.6K | 0.01% | 547 |
|
2018
Q1 | $69K | Buy |
6,227
+218
| +4% | +$2.42K | 0.01% | 483 |
|
2017
Q4 | $75K | Sell |
6,009
-4,289
| -42% | -$53.5K | 0.01% | 504 |
|
2017
Q3 | $123K | Sell |
10,298
-2,181
| -17% | -$26.1K | 0.02% | 415 |
|
2017
Q2 | $140K | Buy |
12,479
+4,815
| +63% | +$54K | 0.03% | 365 |
|
2017
Q1 | $89K | Sell |
7,664
-10,136
| -57% | -$118K | 0.02% | 458 |
|
2016
Q4 | $216K | Buy |
17,800
+8,216
| +86% | +$99.7K | 0.05% | 241 |
|
2016
Q3 | $115K | Sell |
9,584
-279
| -3% | -$3.35K | 0.03% | 361 |
|
2016
Q2 | $124K | Buy |
9,863
+6,897
| +233% | +$86.7K | 0.04% | 324 |
|
2016
Q1 | $40K | Buy |
+2,966
| New | +$40K | 0.01% | 430 |
|
2015
Q3 | – | Sell |
-3,690
| Closed | -$55K | – | 439 |
|
2015
Q2 | $55K | Sell |
3,690
-637
| -15% | -$9.5K | 0.02% | 410 |
|
2015
Q1 | $70K | Buy |
4,327
+98
| +2% | +$1.59K | 0.03% | 348 |
|
2014
Q4 | $66K | Sell |
4,229
-8,910
| -68% | -$139K | 0.03% | 311 |
|
2014
Q3 | $194K | Sell |
13,139
-1,755
| -12% | -$25.9K | 0.1% | 152 |
|
2014
Q2 | $257K | Sell |
14,894
-2,543
| -15% | -$43.9K | 0.12% | 125 |
|
2014
Q1 | $272K | Buy |
17,437
+1,065
| +7% | +$16.6K | 0.16% | 119 |
|
2013
Q4 | $253K | Buy |
16,372
+3,307
| +25% | +$51.1K | 0.15% | 125 |
|
2013
Q3 | $219K | Sell |
13,065
-474
| -4% | -$7.95K | 0.14% | 120 |
|
2013
Q2 | $209K | Buy |
+13,539
| New | +$209K | 0.15% | 108 |
|