Wealthspire Advisors (Maryland)’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $267K | Buy |
40,044
+3,864
| +11% | +$25.8K | 0.01% | 366 |
|
|
2020
Q2 | $220K | Buy |
36,180
+2,467
| +7% | +$15K | 0.02% | 400 |
|
|
2020
Q1 | $163K | Sell |
33,713
-4,335
| -11% | -$21K | 0.01% | 402 |
|
|
2019
Q4 | $354K | Sell |
38,048
-12,396
| -25% | -$115K | 0.02% | 337 |
|
|
2019
Q3 | $462K | Buy |
50,444
+12,184
| +32% | +$112K | 0.03% | 269 |
|
|
2019
Q2 | $391K | Sell |
38,260
-4,068
| -10% | -$41.6K | 0.03% | 296 |
|
|
2019
Q1 | $372K | Buy |
42,328
+2,274
| +6% | +$20K | 0.03% | 306 |
|
|
2018
Q4 | $306K | Buy |
40,054
+17,881
| +81% | +$137K | 0.03% | 319 |
|
|
2018
Q3 | $205K | Sell |
22,173
-1,999
| -8% | -$18.5K | 0.02% | 447 |
|
|
2018
Q2 | $268K | Buy |
24,172
+1,539
| +7% | +$17.1K | 0.02% | 390 |
|
|
2018
Q1 | $251K | Sell |
22,633
-1,841
| -8% | -$20.4K | 0.02% | 402 |
|
|
2017
Q4 | $306K | Sell |
24,474
-2,688
| -10% | -$33.6K | 0.03% | 364 |
|
|
2017
Q3 | $325K | Buy |
27,162
+2,844
| +12% | +$34K | 0.04% | 343 |
|
|
2017
Q2 | $272K | Buy |
24,318
+691
| +3% | +$7.73K | 0.03% | 362 |
|
|
2017
Q1 | $275K | Sell |
23,627
-266
| -1% | -$3.1K | 0.04% | 306 |
|
|
2016
Q4 | $290K | Sell |
23,893
-4,157
| -15% | -$50.5K | 0.04% | 283 |
|
|
2016
Q3 | $339K | Sell |
28,050
-435
| -2% | -$5.26K | 0.05% | 241 |
|
|
2016
Q2 | $358K | Buy |
28,485
+3,139
| +12% | +$39.5K | 0.06% | 218 |
|
|
2016
Q1 | $342K | Sell |
25,346
-938
| -4% | -$12.7K | 0.06% | 221 |
|
|
2015
Q4 | $370K | Buy |
+26,284
| New | +$370K | 0.07% | 209 |
|