RGT Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,122
| Closed | -$139K | – | 107 |
|
|
2017
Q4 | $139K | Sell |
11,122
-410
| -4% | -$5.12K | 0.07% | 96 |
|
|
2017
Q3 | $138K | Hold |
11,532
| – | – | 0.09% | 90 |
|
|
2017
Q2 | $129K | Hold |
11,532
| – | – | 0.09% | 87 |
|
|
2017
Q1 | $134K | Sell |
11,532
-9,878
| -46% | -$115K | 0.09% | 98 |
|
|
2016
Q4 | $260K | Sell |
21,410
-50
| -0.2% | -$607 | 0.15% | 89 |
|
|
2016
Q3 | $259K | Buy |
+21,460
| New | +$259K | 0.16% | 85 |
|