Partnervest Advisory Services’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $150K | Buy |
+22,531
| New | +$150K | 0.05% | 241 |
|
|
2020
Q2 | – | Sell |
-12,181
| Closed | -$59K | – | 227 |
|
|
2020
Q1 | $59K | Buy |
+12,181
| New | +$59K | 0.03% | 195 |
|
|
2019
Q2 | – | Sell |
-17,238
| Closed | -$152K | – | 236 |
|
|
2019
Q1 | $152K | Sell |
17,238
-3,199
| -16% | -$28.2K | 0.06% | 214 |
|
|
2018
Q4 | $156K | Buy |
20,437
+8,952
| +78% | +$68.3K | 0.08% | 191 |
|
|
2018
Q3 | $106K | Buy |
+11,485
| New | +$106K | 0.04% | 208 |
|
|
2018
Q2 | – | Sell |
-12,920
| Closed | -$143K | – | 206 |
|
|
2018
Q1 | $143K | Buy |
12,920
+1,477
| +13% | +$16.3K | 0.07% | 177 |
|
|
2017
Q4 | $143K | Sell |
11,443
-3,225
| -22% | -$40.3K | 0.07% | 170 |
|
|
2017
Q3 | $176K | Sell |
14,668
-917
| -6% | -$11K | 0.09% | 175 |
|
|
2017
Q2 | $174K | Buy |
+15,585
| New | +$174K | 0.08% | 191 |
|
|
2016
Q4 | – | Sell |
-16,914
| Closed | -$204K | – | 201 |
|
|
2016
Q3 | $204K | Buy |
+16,914
| New | +$204K | 0.1% | 189 |
|
|
2015
Q1 | – | Sell |
-14,968
| Closed | -$232K | – | 172 |
|
|
2014
Q4 | $232K | Sell |
14,968
-4,367
| -23% | -$67.7K | 0.11% | 131 |
|
|
2014
Q3 | $286K | Sell |
19,335
-64
| -0.3% | -$947 | 0.15% | 113 |
|
|
2014
Q2 | $334K | Sell |
19,399
-9,945
| -34% | -$171K | 0.15% | 109 |
|
|
2014
Q1 | $458K | Buy |
29,344
+9,914
| +51% | +$155K | 0.21% | 69 |
|
|
2013
Q4 | $300K | Buy |
19,430
+4,586
| +31% | +$70.8K | 0.14% | 112 |
|
|
2013
Q3 | $250K | Buy |
14,844
+1,115
| +8% | +$18.8K | 0.13% | 95 |
|
|
2013
Q2 | $212K | Buy |
+13,729
| New | +$212K | 0.1% | 92 |
|