SVA Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $112K | Buy |
+12,763
| New | +$112K | 0.01% | 225 |
|
|
2018
Q2 | – | Sell |
-70,076
| Closed | -$839K | – | 218 |
|
|
2018
Q1 | $839K | Buy |
70,076
+12,120
| +21% | +$145K | 0.1% | 121 |
|
|
2017
Q4 | $724K | Sell |
57,956
-12,120
| -17% | -$151K | 0.08% | 130 |
|
|
2017
Q3 | $839K | Sell |
70,076
-8,750
| -11% | -$105K | 0.1% | 121 |
|
|
2017
Q2 | $882K | Buy |
78,826
+2,223
| +3% | +$24.9K | 0.11% | 116 |
|
|
2017
Q1 | $892K | Buy |
76,603
+8,471
| +12% | +$98.6K | 0.12% | 111 |
|
|
2016
Q4 | $826K | Sell |
68,132
-8,957
| -12% | -$109K | 0.12% | 116 |
|
|
2016
Q3 | $930K | Sell |
77,089
-1,301
| -2% | -$15.7K | 0.14% | 109 |
|
|
2016
Q2 | $985K | Sell |
78,390
-2,115
| -3% | -$26.6K | 0.16% | 110 |
|
|
2016
Q1 | $1.09M | Sell |
80,505
-8,876
| -10% | -$120K | 0.18% | 101 |
|
|
2015
Q4 | $1.26M | Sell |
89,381
-197,626
| -69% | -$2.78M | 0.22% | 102 |
|
|
2015
Q3 | $3.9M | Sell |
287,007
-18,656
| -6% | -$253K | 0.73% | 46 |
|
|
2015
Q2 | $4.59M | Buy |
305,663
+13,482
| +5% | +$202K | 0.84% | 41 |
|
|
2015
Q1 | $4.72M | Buy |
292,181
+219,678
| +303% | +$3.55M | 0.86% | 40 |
|
|
2014
Q4 | $1.12M | Buy |
72,503
+8,385
| +13% | +$130K | 0.41% | 59 |
|
|
2014
Q3 | $948K | Buy |
64,118
+7,928
| +14% | +$117K | 0.4% | 61 |
|
|
2014
Q2 | $969K | Buy |
56,190
+8,114
| +17% | +$140K | 0.41% | 58 |
|
|
2014
Q1 | $750K | Buy |
48,076
+35,469
| +281% | +$553K | 0.35% | 66 |
|
|
2013
Q4 | $195K | Buy |
+12,607
| New | +$195K | 0.12% | 129 |
|