Northstar Wealth Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-14,284
| Closed | -$68K | – | 183 |
|
2020
Q1 | $68K | Sell |
14,284
-4,395
| -24% | -$20.9K | 0.03% | 162 |
|
2019
Q4 | $173K | Buy |
18,679
+280
| +2% | +$2.59K | 0.07% | 182 |
|
2019
Q3 | $169K | Sell |
18,399
-8,913
| -33% | -$81.9K | 0.07% | 176 |
|
2019
Q2 | $279K | Buy |
27,312
+4,916
| +22% | +$50.2K | 0.12% | 150 |
|
2019
Q1 | $197K | Buy |
+22,396
| New | +$197K | 0.09% | 178 |
|
2018
Q4 | – | Sell |
-39,400
| Closed | -$364K | – | 171 |
|
2018
Q3 | $364K | Buy |
39,400
+145
| +0.4% | +$1.34K | 0.17% | 123 |
|
2018
Q2 | $434K | Sell |
39,255
-80
| -0.2% | -$884 | 0.22% | 120 |
|
2018
Q1 | $435K | Buy |
39,335
+27,264
| +226% | +$302K | 0.22% | 119 |
|
2017
Q4 | $159K | Buy |
12,071
+795
| +7% | +$10.5K | 0.14% | 129 |
|
2017
Q3 | $139K | Buy |
11,276
+289
| +3% | +$3.56K | 0.14% | 120 |
|
2017
Q2 | $124K | Sell |
10,987
-5,000
| -31% | -$56.4K | 0.11% | 133 |
|
2017
Q1 | $180K | Buy |
+15,987
| New | +$180K | 0.17% | 129 |
|