Kelman-Lazarov Inc’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,340
| Closed | -$116K | – | 122 |
|
|
2017
Q2 | $116K | Buy |
+10,340
| New | +$116K | 0.06% | 114 |
|
|
2017
Q1 | – | Sell |
-60,892
| Closed | -$739K | – | 149 |
|
|
2016
Q4 | $739K | Sell |
60,892
-14,903
| -20% | -$181K | 0.42% | 65 |
|
|
2016
Q3 | $925K | Sell |
75,795
-12,750
| -14% | -$156K | 0.52% | 57 |
|
|
2016
Q2 | $1.13M | Buy |
88,545
+26,215
| +42% | +$333K | 0.64% | 48 |
|
|
2016
Q1 | $817K | Buy |
+62,330
| New | +$817K | 0.48% | 63 |
|