Walter & Keenan Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-33,500
| Closed | -$404K | – | 144 |
|
|
2016
Q3 | $404K | Hold |
33,500
| – | – | 0.22% | 92 |
|
|
2016
Q2 | $421K | Sell |
33,500
-18,000
| -35% | -$226K | 0.23% | 89 |
|
|
2016
Q1 | $695K | Sell |
51,500
-7,500
| -13% | -$101K | 0.4% | 62 |
|
|
2015
Q4 | $831K | Hold |
59,000
| – | – | 0.48% | 57 |
|
|
2015
Q3 | $801K | Buy |
59,000
+6,500
| +12% | +$88.2K | 0.5% | 54 |
|
|
2015
Q2 | $788K | Buy |
52,500
+7,500
| +17% | +$113K | 0.46% | 58 |
|
|
2015
Q1 | $726K | Hold |
45,000
| – | – | 0.41% | 68 |
|
|
2014
Q4 | $698K | Buy |
45,000
+9,500
| +27% | +$147K | 0.4% | 67 |
|
|
2014
Q3 | $525K | Hold |
35,500
| – | – | 0.31% | 79 |
|
|
2014
Q2 | $612K | Buy |
+35,500
| New | +$612K | 0.32% | 76 |
|