Wealthquest’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,716
| Closed | -$112K | – | 133 |
|
|
2018
Q4 | $112K | Buy |
+14,716
| New | +$112K | 0.05% | 132 |
|
|
2015
Q3 | $193K | Sell |
14,206
-642
| -4% | -$8.72K | 0.35% | 46 |
|
|
2015
Q2 | $223K | Sell |
14,848
-93
| -0.6% | -$1.4K | 0.33% | 45 |
|
|
2015
Q1 | $241K | Sell |
14,941
-4,164
| -22% | -$67.2K | 0.35% | 42 |
|
|
2014
Q4 | $296K | Buy |
+19,105
| New | +$296K | 0.3% | 38 |
|