Independence Trust’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-28,252
| Closed | -$398K | – | 55 |
|
|
2015
Q4 | $398K | Buy |
28,252
+4,359
| +18% | +$61.4K | 0.52% | 39 |
|
|
2015
Q3 | $324K | Buy |
23,893
+1,378
| +6% | +$18.7K | 0.33% | 61 |
|
|
2015
Q2 | $338K | Buy |
22,515
+515
| +2% | +$7.73K | 0.23% | 80 |
|
|
2015
Q1 | $355K | Buy |
22,000
+701
| +3% | +$11.3K | 0.22% | 78 |
|
|
2014
Q4 | $330K | Buy |
+21,299
| New | +$330K | 0.2% | 85 |
|