Stevens First Principles Investment Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-25
| Closed | – | – | 166 |
|
|
2018
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 163 |
|
|
2018
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 166 |
|
|
2017
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 192 |
|
|
2013
Q4 | – | Sell |
-7,500
| Closed | -$127K | – | 216 |
|
|
2013
Q3 | $127K | Buy |
7,500
+1,400
| +23% | +$23.7K | 0.08% | 101 |
|
|
2013
Q2 | $94K | Buy |
+6,100
| New | +$94K | 0.07% | 106 |
|