Lenox Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $29K | Sell |
1,913
-469
| -20% | -$7.11K | ﹤0.01% | 328 |
|
|
2021
Q4 | $49K | Sell |
2,382
-249
| -9% | -$5.12K | 0.01% | 259 |
|
|
2021
Q3 | $37K | Sell |
2,631
-122
| -4% | -$1.72K | ﹤0.01% | 276 |
|
|
2021
Q2 | $41K | Buy |
2,753
+168
| +6% | +$2.5K | 0.01% | 252 |
|
|
2021
Q1 | $32K | Buy |
2,585
+2,474
| +2,229% | +$30.6K | ﹤0.01% | 242 |
|
|
2020
Q4 | $1K | Buy |
111
+26
| +31% | +$234 | ﹤0.01% | 596 |
|
|
2020
Q3 | $1K | Hold |
85
| – | – | ﹤0.01% | 549 |
|
|
2020
Q2 | $1K | Hold |
85
| – | – | ﹤0.01% | 554 |
|
|
2020
Q1 | $0 | Sell |
85
-14
| -14% | – | ﹤0.01% | 825 |
|
|
2019
Q4 | $1K | Sell |
99
-1,512
| -94% | -$15.3K | ﹤0.01% | 673 |
|
|
2019
Q3 | $15K | Buy |
1,611
+1,526
| +1,795% | +$14.2K | ﹤0.01% | 325 |
|
|
2019
Q2 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 384 |
|
|
2018
Q2 | – | Sell |
-5,100
| Closed | -$57K | – | 577 |
|
|
2018
Q1 | $57K | Buy |
+5,100
| New | +$57K | 0.01% | 153 |
|
|
2016
Q1 | – | Sell |
-350
| Closed | -$5K | – | 305 |
|
|
2015
Q4 | $5K | Hold |
350
| – | – | ﹤0.01% | 221 |
|
|
2015
Q3 | $5K | Hold |
350
| – | – | ﹤0.01% | 254 |
|
|
2015
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 208 |
|
|
2015
Q1 | $6K | Hold |
350
| – | – | ﹤0.01% | 213 |
|
|
2014
Q4 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 238 |
|