Smith Salley Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-198,932
| Closed | -$1.84M | – | 175 |
|
|
2018
Q3 | $1.84M | Sell |
198,932
-17,682
| -8% | -$164K | 0.29% | 80 |
|
|
2018
Q2 | $2.4M | Sell |
216,614
-1,486
| -0.7% | -$16.4K | 0.41% | 73 |
|
|
2018
Q1 | $2.42M | Sell |
218,100
-125,755
| -37% | -$1.39M | 0.43% | 72 |
|
|
2017
Q4 | $4.3M | Buy |
343,855
+98,087
| +40% | +$1.23M | 0.77% | 49 |
|
|
2017
Q3 | $2.94M | Buy |
245,768
+4,349
| +2% | +$52.1K | 0.56% | 67 |
|
|
2017
Q2 | $2.7M | Buy |
241,419
+8,761
| +4% | +$98.1K | 0.54% | 69 |
|
|
2017
Q1 | $2.71M | Buy |
232,658
+12,601
| +6% | +$147K | 0.56% | 65 |
|
|
2016
Q4 | $2.67M | Sell |
220,057
-12,809
| -6% | -$155K | 0.56% | 63 |
|
|
2016
Q3 | $2.81M | Buy |
232,866
+123,325
| +113% | +$1.49M | 0.62% | 62 |
|
|
2016
Q2 | $1.38M | Buy |
109,541
+15,595
| +17% | +$196K | 0.32% | 85 |
|
|
2016
Q1 | $1.27M | Sell |
93,946
-339
| -0.4% | -$4.58K | 0.32% | 84 |
|
|
2015
Q4 | $1.33M | Sell |
94,285
-183
| -0.2% | -$2.58K | 0.33% | 85 |
|
|
2015
Q3 | $1.28M | Buy |
94,468
+51
| +0.1% | +$692 | 0.35% | 83 |
|
|
2015
Q2 | $1.42M | Buy |
94,417
+8,681
| +10% | +$130K | 0.36% | 80 |
|
|
2015
Q1 | $1.38M | Buy |
+85,736
| New | +$1.38M | 0.35% | 81 |
|
|
2014
Q3 | – | Sell |
-11,945
| Closed | -$206K | – | 180 |
|
|
2014
Q2 | $206K | Buy |
+11,945
| New | +$206K | 0.06% | 181 |
|
|
2013
Q3 | – | Sell |
-22,895
| Closed | -$354K | – | 91 |
|
|
2013
Q2 | $354K | Buy |
+22,895
| New | +$354K | 0.28% | 61 |
|