Hefty Wealth Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $751K | Buy |
+67,753
| New | +$751K | 0.48% | 66 |
|
|
2017
Q4 | – | Sell |
-40,177
| Closed | -$481K | – | 256 |
|
|
2017
Q3 | $481K | Buy |
40,177
+39,747
| +9,243% | +$476K | 0.32% | 70 |
|
|
2017
Q2 | $4K | Hold |
430
| – | – | ﹤0.01% | 200 |
|
|
2017
Q1 | $5K | Hold |
430
| – | – | ﹤0.01% | 194 |
|
|
2016
Q4 | $5K | Hold |
430
| – | – | ﹤0.01% | 189 |
|
|
2016
Q3 | $5K | Hold |
430
| – | – | ﹤0.01% | 193 |
|
|
2016
Q2 | $5K | Hold |
430
| – | – | ﹤0.01% | 163 |
|
|
2016
Q1 | $5K | Hold |
430
| – | – | ﹤0.01% | 167 |
|
|
2015
Q4 | $6K | Buy |
+430
| New | +$6K | 0.01% | 157 |
|