Mount Yale Investment Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
+9,335
| New | +$101K | 0.01% | 657 |
|
|
2021
Q2 | – | Sell |
-11,560
| Closed | -$142K | – | 429 |
|
|
2021
Q1 | $142K | Buy |
+11,560
| New | +$142K | 0.02% | 402 |
|
|
2019
Q3 | – | Sell |
-14,399
| Closed | -$137K | – | 307 |
|
|
2019
Q2 | $137K | Buy |
14,399
+607
| +4% | +$5.78K | 0.03% | 297 |
|
|
2019
Q1 | $121K | Buy |
13,792
+634
| +5% | +$5.56K | 0.02% | 295 |
|
|
2018
Q4 | $110K | Sell |
13,158
-933
| -7% | -$7.8K | 0.02% | 302 |
|
|
2018
Q3 | $135K | Buy |
14,091
+143
| +1% | +$1.37K | 0.02% | 354 |
|
|
2018
Q2 | $154K | Buy |
13,948
+645
| +5% | +$7.12K | 0.03% | 342 |
|
|
2018
Q1 | $147K | Buy |
+13,303
| New | +$147K | 0.03% | 338 |
|