Kovitz Investment Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,819
| Closed | -$192K | – | 102 |
|
|
2015
Q2 | $192K | Hold |
12,819
| – | – | 0.01% | 107 |
|
|
2015
Q1 | $207K | Buy |
12,819
+1,593
| +14% | +$25.7K | 0.01% | 107 |
|
|
2014
Q4 | $174K | Sell |
11,226
-1,078
| -9% | -$16.7K | 0.01% | 107 |
|
|
2014
Q3 | $182K | Sell |
12,304
-1,125
| -8% | -$16.6K | 0.01% | 98 |
|
|
2014
Q2 | $232K | Buy |
+13,429
| New | +$232K | 0.01% | 98 |
|