Lucia Wealth Services’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,500
| Closed | -$66K | – | 169 |
|
|
2019
Q2 | $66K | Hold |
6,500
| – | – | 0.02% | 136 |
|
|
2019
Q1 | $57K | Hold |
6,500
| – | – | 0.02% | 158 |
|
|
2018
Q4 | $50K | Hold |
6,500
| – | – | 0.02% | 143 |
|
|
2018
Q3 | $60K | Sell |
6,500
-140
| -2% | -$1.29K | 0.02% | 184 |
|
|
2018
Q2 | $74K | Buy |
6,640
+40
| +0.6% | +$446 | 0.03% | 150 |
|
|
2018
Q1 | $73K | Buy |
+6,600
| New | +$73K | 0.02% | 133 |
|