Peninsula Wealth’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 |
-14,411
| Closed | -$132K | – | 42 |
|
|
2019
Q3 | $132K | Hold |
14,411
| – | – | 0.07% | 38 |
|
|
2019
Q2 | $147K | Sell |
14,411
-1,600
| -10% | -$16.3K | 0.08% | 31 |
|
|
2019
Q1 | $141K | Hold |
16,011
| – | – | 0.08% | 30 |
|
|
2018
Q4 | $122K | Sell |
16,011
-12,549
| -44% | -$95.6K | 0.08% | 27 |
|
|
2018
Q3 | $264K | Hold |
28,560
| – | – | 0.14% | 25 |
|
|
2018
Q2 | $317K | Hold |
28,560
| – | – | 0.19% | 23 |
|
|
2018
Q1 | $317K | Buy |
+28,560
| New | +$317K | 0.19% | 21 |
|