Shepherd Kaplan Krochuk’s Forward Industries FORD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,693
| Closed | -$70K | – | 250 |
|
|
2017
Q4 | $70K | Buy |
5,693
+4,485
| +371% | +$55.1K | 0.04% | 216 |
|
|
2017
Q3 | $14K | Buy |
+1,208
| New | +$14K | 0.01% | 205 |
|
|
2014
Q3 | – | Sell |
-1,800
| Closed | -$22K | – | 530 |
|
|
2014
Q2 | $22K | Sell |
1,800
-600
| -25% | -$7.33K | ﹤0.01% | 522 |
|
|
2014
Q1 | $47K | Buy |
2,400
+750
| +45% | +$14.7K | 0.01% | 523 |
|
|
2013
Q4 | $26K | Buy |
+1,650
| New | +$26K | ﹤0.01% | 528 |
|