Longer Investments’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-137,335
| Closed | -$1.67M | – | 36 |
|
|
2016
Q4 | $1.67M | Buy |
137,335
+35,490
| +35% | +$431K | 1.52% | 30 |
|
|
2016
Q3 | $1.23M | Buy |
+101,845
| New | +$1.23M | 1.07% | 34 |
|
|
2016
Q2 | – | Sell |
-125,360
| Closed | -$1.69M | – | 39 |
|
|
2016
Q1 | $1.69M | Buy |
125,360
+32,950
| +36% | +$445K | 1.4% | 28 |
|
|
2015
Q4 | $1.3M | Buy |
+92,410
| New | +$1.3M | 1.15% | 30 |
|
|
2015
Q3 | – | Sell |
-93,295
| Closed | -$1.4M | – | 33 |
|
|
2015
Q2 | $1.4M | Buy |
+93,295
| New | +$1.4M | 1.23% | 36 |
|
|
2014
Q2 | – | Sell |
-80,280
| Closed | -$1.25M | – | 45 |
|
|
2014
Q1 | $1.25M | Buy |
+80,280
| New | +$1.25M | 0.99% | 34 |
|