Integrated Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $338K | Sell |
29,071
-5,519
| -16% | -$64.2K | 0.11% | 171 |
|
|
2016
Q4 | $420K | Buy |
34,590
+2,742
| +9% | +$33.3K | 0.16% | 146 |
|
|
2016
Q3 | $384K | Buy |
31,848
+10,894
| +52% | +$131K | 0.14% | 146 |
|
|
2016
Q2 | $263K | Sell |
20,954
-75
| -0.4% | -$941 | 0.1% | 177 |
|
|
2016
Q1 | $284K | Sell |
21,029
-1,937
| -8% | -$26.2K | 0.12% | 142 |
|
|
2015
Q4 | $324K | Sell |
22,966
-1,999
| -8% | -$28.2K | 0.14% | 129 |
|
|
2015
Q3 | $339K | Buy |
24,965
+951
| +4% | +$12.9K | 0.15% | 127 |
|
|
2015
Q2 | $360K | Sell |
24,014
-1,512
| -6% | -$22.7K | 0.14% | 124 |
|
|
2015
Q1 | $411K | Buy |
+25,526
| New | +$411K | 0.17% | 108 |
|