Gideon Capital Advisors’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 |
-164,456
| Closed | -$1.53M | – | 66 |
|
|
2019
Q4 | $1.53M | Buy |
+164,456
| New | +$1.53M | 0.53% | 74 |
|
|
2019
Q3 | – | Sell |
-79,059
| Closed | -$809K | – | 328 |
|
|
2019
Q2 | $809K | Buy |
79,059
+52,584
| +199% | +$538K | 0.28% | 134 |
|
|
2019
Q1 | $232K | Buy |
26,475
+14,910
| +129% | +$131K | 0.08% | 328 |
|
|
2018
Q4 | $88K | Sell |
11,565
-40,110
| -78% | -$305K | 0.04% | 357 |
|
|
2018
Q3 | $478K | Sell |
51,675
-55,742
| -52% | -$516K | 0.23% | 151 |
|
|
2018
Q2 | $1.19M | Buy |
107,417
+89,226
| +490% | +$988K | 0.59% | 27 |
|
|
2018
Q1 | $202K | Buy |
18,191
+6,278
| +53% | +$69.7K | 0.13% | 319 |
|
|
2017
Q4 | $149K | Sell |
11,913
-4,985
| -30% | -$62.3K | 0.13% | 280 |
|
|
2017
Q3 | $202K | Sell |
16,898
-16,214
| -49% | -$194K | 0.2% | 258 |
|
|
2017
Q2 | $371K | Buy |
33,112
+19,999
| +153% | +$224K | 0.41% | 96 |
|
|
2017
Q1 | $153K | Sell |
13,113
-20,712
| -61% | -$242K | 0.09% | 379 |
|
|
2016
Q4 | $411K | Buy |
+33,825
| New | +$411K | 0.26% | 133 |
|
|
2015
Q4 | – | Sell |
-82,148
| Closed | -$1.12M | – | 222 |
|
|
2015
Q3 | $1.12M | Buy |
+82,148
| New | +$1.12M | 0.65% | 54 |
|
|
2015
Q1 | – | Sell |
-104,963
| Closed | -$1.63M | – | 255 |
|
|
2014
Q4 | $1.63M | Buy |
+104,963
| New | +$1.63M | 0.77% | 37 |
|
|
2014
Q1 | – | Sell |
-99,583
| Closed | -$1.54M | – | 232 |
|
|
2013
Q4 | $1.54M | Buy |
+99,583
| New | +$1.54M | 0.91% | 27 |
|