Taylor Wealth Management Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,800
| Closed | -$22K | – | 156 |
|
|
2017
Q3 | $22K | Hold |
1,800
| – | – | 0.01% | 111 |
|
|
2017
Q2 | $20K | Sell |
1,800
-2,500
| -58% | -$27.8K | 0.01% | 115 |
|
|
2017
Q1 | $50K | Hold |
4,300
| – | – | 0.02% | 103 |
|
|
2016
Q4 | $52K | Hold |
4,300
| – | – | 0.02% | 99 |
|
|
2016
Q3 | $52K | Hold |
4,300
| – | – | 0.02% | 91 |
|
|
2016
Q2 | $54K | Hold |
4,300
| – | – | 0.02% | 88 |
|
|
2016
Q1 | $58K | Buy |
+4,300
| New | +$58K | 0.03% | 82 |
|