MWP
MYCIO Wealth Partners’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,714
| Closed | -$118K | – | 145 |
|
|
2019
Q4 | $118K | Buy |
12,714
+129
| +1% | +$1.2K | 0.01% | 348 |
|
|
2019
Q3 | $115K | Buy |
12,585
+121
| +1% | +$1.11K | 0.01% | 317 |
|
|
2019
Q2 | $128K | Sell |
12,464
-18,859
| -60% | -$194K | 0.01% | 304 |
|
|
2019
Q1 | $275K | Buy |
31,323
+20,140
| +180% | +$177K | 0.02% | 232 |
|
|
2018
Q4 | $86K | Sell |
11,183
-20,814
| -65% | -$160K | 0.01% | 278 |
|
|
2018
Q3 | $296K | Sell |
31,997
-1,244
| -4% | -$11.5K | 0.03% | 216 |
|
|
2018
Q2 | $368K | Buy |
33,241
+1,812
| +6% | +$20.1K | 0.04% | 188 |
|
|
2018
Q1 | $348K | Buy |
31,429
+56
| +0.2% | +$620 | 0.04% | 165 |
|
|
2017
Q4 | $392K | Buy |
31,373
+440
| +1% | +$5.5K | 0.04% | 165 |
|
|
2017
Q3 | $370K | Sell |
30,933
-1,530
| -5% | -$18.3K | 0.04% | 166 |
|
|
2017
Q2 | $363K | Sell |
32,463
-15,742
| -33% | -$176K | 0.04% | 153 |
|
|
2017
Q1 | $561K | Buy |
48,205
+2,816
| +6% | +$32.8K | 0.07% | 126 |
|
|
2016
Q4 | $551K | Sell |
45,389
-2,367
| -5% | -$28.7K | 0.07% | 116 |
|
|
2016
Q3 | $576K | Buy |
47,756
+2,034
| +4% | +$24.5K | 0.1% | 92 |
|
|
2016
Q2 | $575K | Buy |
45,722
+4,457
| +11% | +$56.1K | 0.1% | 91 |
|
|
2016
Q1 | $557K | Buy |
41,265
+20,041
| +94% | +$271K | 0.1% | 89 |
|
|
2015
Q4 | $299K | Sell |
21,224
-3,819
| -15% | -$53.8K | 0.05% | 118 |
|
|
2015
Q3 | $340K | Sell |
25,043
-620
| -2% | -$8.42K | 0.07% | 102 |
|
|
2015
Q2 | $385K | Buy |
25,663
+1,376
| +6% | +$20.6K | 0.07% | 97 |
|
|
2015
Q1 | $392K | Buy |
24,287
+625
| +3% | +$10.1K | 0.08% | 93 |
|
|
2014
Q4 | $367K | Buy |
23,662
+3,921
| +20% | +$60.8K | 0.08% | 100 |
|
|
2014
Q3 | $292K | Buy |
19,741
+119
| +0.6% | +$1.76K | 0.07% | 108 |
|
|
2014
Q2 | $338K | Buy |
19,622
+120
| +0.6% | +$2.07K | 0.08% | 98 |
|
|
2014
Q1 | $304K | Sell |
19,502
-515
| -3% | -$8.03K | 0.07% | 107 |
|
|
2013
Q4 | $309K | Buy |
20,017
+386
| +2% | +$5.96K | 0.08% | 106 |
|
|
2013
Q3 | $331K | Buy |
19,631
+18
| +0.1% | +$303 | 0.09% | 90 |
|
|
2013
Q2 | $303K | Buy |
+19,613
| New | +$303K | 0.08% | 96 |
|