WFG Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $496K | Buy |
44,335
+7,865
| +22% | +$88K | 0.11% | 202 |
|
|
2017
Q1 | $425K | Sell |
36,470
-131
| -0.4% | -$1.53K | 0.11% | 194 |
|
|
2016
Q4 | $444K | Buy |
36,601
+328
| +0.9% | +$3.98K | 0.11% | 217 |
|
|
2016
Q3 | $438K | Buy |
36,273
+620
| +2% | +$7.49K | 0.11% | 197 |
|
|
2016
Q2 | $448K | Buy |
35,653
+2,024
| +6% | +$25.4K | 0.12% | 181 |
|
|
2016
Q1 | $454K | Sell |
33,629
-628
| -2% | -$8.48K | 0.13% | 173 |
|
|
2015
Q4 | $483K | Sell |
34,257
-1,562
| -4% | -$22K | 0.14% | 165 |
|
|
2015
Q3 | $486K | Sell |
35,819
-12,500
| -26% | -$170K | 0.15% | 160 |
|
|
2015
Q2 | $725K | Buy |
48,319
+1,247
| +3% | +$18.7K | 0.2% | 121 |
|
|
2015
Q1 | $760K | Sell |
47,072
-20,449
| -30% | -$330K | 0.21% | 108 |
|
|
2014
Q4 | $1.05M | Buy |
67,521
+10,206
| +18% | +$158K | 0.21% | 103 |
|
|
2014
Q3 | $848K | Sell |
57,315
-2,145
| -4% | -$31.7K | 0.16% | 158 |
|
|
2014
Q2 | $1.03M | Buy |
59,460
+2,852
| +5% | +$49.2K | 0.19% | 120 |
|
|
2014
Q1 | $883K | Sell |
56,608
-2,898
| -5% | -$45.2K | 0.18% | 137 |
|
|
2013
Q4 | $918K | Sell |
59,506
-24,031
| -29% | -$371K | 0.13% | 179 |
|
|
2013
Q3 | $1.41M | Buy |
83,537
+5,820
| +7% | +$98.2K | 0.22% | 111 |
|
|
2013
Q2 | $1.2M | Buy |
+77,717
| New | +$1.2M | 0.2% | 129 |
|