Wills Financial Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-100,549
| Closed | -$1.26M | – | 71 |
|
|
2016
Q2 | $1.26M | Buy |
100,549
+140
| +0.1% | +$1.76K | 1.05% | 34 |
|
|
2016
Q1 | $1.36M | Sell |
100,409
-82
| -0.1% | -$1.11K | 1.17% | 33 |
|
|
2015
Q4 | $1.42M | Buy |
100,491
+12,193
| +14% | +$172K | 1.25% | 32 |
|
|
2015
Q3 | $1.2M | Buy |
88,298
+4,068
| +5% | +$55.2K | 1.11% | 32 |
|
|
2015
Q2 | $1.26M | Buy |
84,230
+21,175
| +34% | +$318K | 1.08% | 31 |
|
|
2015
Q1 | $1.02M | Buy |
63,055
+2,392
| +4% | +$38.6K | 0.84% | 36 |
|
|
2014
Q4 | $940K | Buy |
60,663
+13,914
| +30% | +$216K | 0.76% | 37 |
|
|
2014
Q3 | $691K | Buy |
46,749
+8,167
| +21% | +$121K | 0.58% | 45 |
|
|
2014
Q2 | $665K | Buy |
38,582
+9,615
| +33% | +$166K | 0.55% | 46 |
|
|
2014
Q1 | $451K | Buy |
28,967
+6,368
| +28% | +$99.1K | 0.43% | 51 |
|
|
2013
Q4 | $348K | Buy |
+22,599
| New | +$348K | 0.36% | 53 |
|