Nelson Capital Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,750
| Closed | -$53K | – | 164 |
|
|
2019
Q3 | $53K | Buy |
5,750
+400
| +7% | +$3.69K | 0.01% | 145 |
|
|
2019
Q2 | $55K | Hold |
5,350
| – | – | 0.01% | 139 |
|
|
2019
Q1 | $47K | Hold |
5,350
| – | – | 0.01% | 137 |
|
|
2018
Q4 | $41K | Buy |
+5,350
| New | +$41K | 0.01% | 144 |
|
|
2017
Q1 | – | Sell |
-588
| Closed | -$7K | – | 253 |
|
|
2016
Q4 | $7K | Buy |
+588
| New | +$7K | ﹤0.01% | 219 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$16K | – | 283 |
|
|
2014
Q4 | $16K | Sell |
1,000
-8,330
| -89% | -$133K | 0.01% | 202 |
|
|
2014
Q3 | $138K | Buy |
9,330
+8,330
| +833% | +$123K | 0.05% | 83 |
|
|
2014
Q2 | $17K | Hold |
1,000
| – | – | 0.01% | 206 |
|
|
2014
Q1 | $16K | Hold |
1,000
| – | – | 0.01% | 173 |
|
|
2013
Q4 | $15K | Hold |
1,000
| – | – | 0.01% | 162 |
|
|
2013
Q3 | $17K | Hold |
1,000
| – | – | 0.01% | 150 |
|
|
2013
Q2 | $15K | Buy |
+1,000
| New | +$15K | 0.01% | 157 |
|