Ropes Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-515
| Closed | -$5K | – | 430 |
|
|
2020
Q4 | $5K | Sell |
515
-2,486
| -83% | -$24.1K | ﹤0.01% | 572 |
|
|
2020
Q3 | $20K | Buy |
3,001
+2,000
| +200% | +$13.3K | ﹤0.01% | 436 |
|
|
2020
Q2 | $6K | Hold |
1,001
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $5K | Hold |
1,001
| – | – | ﹤0.01% | 453 |
|
|
2019
Q4 | $9K | Hold |
1,001
| – | – | ﹤0.01% | 472 |
|
|
2019
Q3 | $9K | Hold |
1,001
| – | – | ﹤0.01% | 486 |
|
|
2019
Q2 | $10K | Hold |
1,001
| – | – | ﹤0.01% | 481 |
|
|
2019
Q1 | $9K | Hold |
1,001
| – | – | ﹤0.01% | 457 |
|
|
2018
Q4 | $8K | Sell |
1,001
-4,000
| -80% | -$32K | ﹤0.01% | 438 |
|
|
2018
Q3 | $46K | Sell |
5,001
-500
| -9% | -$4.6K | 0.01% | 343 |
|
|
2018
Q2 | $61K | Hold |
5,501
| – | – | 0.02% | 331 |
|
|
2018
Q1 | $61K | Hold |
5,501
| – | – | 0.02% | 315 |
|
|
2017
Q4 | $69K | Sell |
5,501
-15
| -0.3% | -$188 | 0.02% | 312 |
|
|
2017
Q3 | $66K | Buy |
5,516
+1,200
| +28% | +$14.4K | 0.02% | 298 |
|
|
2017
Q2 | $48K | Sell |
4,316
-34
| -0.8% | -$378 | 0.01% | 339 |
|
|
2017
Q1 | $51K | Buy |
4,350
+34
| +0.8% | +$399 | 0.01% | 329 |
|
|
2016
Q4 | $52K | Hold |
4,316
| – | – | 0.02% | 309 |
|
|
2016
Q3 | $52K | Buy |
4,316
+1,301
| +43% | +$15.7K | 0.02% | 273 |
|
|
2016
Q2 | $38K | Hold |
3,015
| – | – | 0.01% | 287 |
|
|
2016
Q1 | $41K | Buy |
3,015
+2,388
| +381% | +$32.5K | 0.02% | 231 |
|
|
2015
Q4 | $9K | Buy |
627
+112
| +22% | +$1.61K | ﹤0.01% | 345 |
|
|
2015
Q3 | $7K | Hold |
515
| – | – | ﹤0.01% | 355 |
|
|
2015
Q2 | $8K | Hold |
515
| – | – | ﹤0.01% | 262 |
|
|
2015
Q1 | $8K | Buy |
+515
| New | +$8K | ﹤0.01% | 265 |
|