Shine Investment 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 | – | Sell |
-22,739
| Closed | -$138K | – | 728 |
|
|
2020
Q2 | $138K | Buy |
22,739
+19,600
| +624% | +$119K | 0.05% | 153 |
|
|
2020
Q1 | $15K | Buy |
3,139
+2,639
| +528% | +$12.6K | 0.01% | 461 |
|
|
2019
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 659 |
|
|
2019
Q3 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 652 |
|
|
2017
Q4 | – | Sell |
-700
| Closed | -$8K | – | 662 |
|
|
2017
Q3 | $8K | Hold |
700
| – | – | ﹤0.01% | 556 |
|
|
2017
Q2 | $8K | Buy |
+700
| New | +$8K | ﹤0.01% | 546 |
|
|
2016
Q1 | – | Sell |
-17,241
| Closed | -$243K | – | 30 |
|
|
2015
Q4 | $243K | Sell |
17,241
-3,241
| -16% | -$45.7K | 0.24% | 29 |
|
|
2015
Q3 | $278K | Buy |
20,482
+75
| +0.4% | +$1.02K | 0.32% | 29 |
|
|
2015
Q2 | $306K | Buy |
20,407
+66
| +0.3% | +$990 | 0.43% | 17 |
|
|
2015
Q1 | $328K | Sell |
20,341
-1,338
| -6% | -$21.6K | 0.3% | 25 |
|
|
2014
Q4 | $336K | Buy |
+21,679
| New | +$336K | 0.38% | 25 |
|