Winslow Evans & Crocker’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $19K | Buy |
2,149
+849
| +65% | +$7.51K | ﹤0.01% | 800 |
|
|
2020
Q3 | $9K | Sell |
1,300
-11,151
| -90% | -$77.2K | ﹤0.01% | 774 |
|
|
2020
Q2 | $76K | Buy |
12,451
+5,799
| +87% | +$35.4K | 0.02% | 396 |
|
|
2020
Q1 | $34K | Sell |
6,652
-500
| -7% | -$2.56K | 0.01% | 489 |
|
|
2019
Q4 | $68K | Sell |
7,152
-1,460
| -17% | -$13.9K | 0.02% | 451 |
|
|
2019
Q3 | $80K | Sell |
8,612
-138
| -2% | -$1.28K | 0.02% | 434 |
|
|
2019
Q2 | $92K | Hold |
8,750
| – | – | 0.03% | 413 |
|
|
2019
Q1 | $80K | Hold |
8,750
| – | – | 0.02% | 418 |
|
|
2018
Q4 | $68K | Sell |
8,750
-800
| -8% | -$6.22K | 0.02% | 413 |
|
|
2018
Q3 | $90K | Buy |
9,550
+1,800
| +23% | +$17K | 0.03% | 387 |
|
|
2018
Q2 | $88K | Hold |
7,750
| – | – | 0.03% | 390 |
|
|
2018
Q1 | $85.9K | Sell |
7,750
-750
| -9% | -$8.31K | 0.03% | 380 |
|
|
2017
Q4 | $106K | Buy |
8,500
+4,900
| +136% | +$61.2K | 0.03% | 356 |
|
|
2017
Q3 | $43.1K | Sell |
3,600
-10,039
| -74% | -$120K | 0.01% | 509 |
|
|
2017
Q2 | $153K | Sell |
13,639
-775
| -5% | -$8.67K | 0.04% | 354 |
|
|
2017
Q1 | $168K | Sell |
14,414
-10,012
| -41% | -$117K | 0.05% | 320 |
|
|
2016
Q4 | $296K | Sell |
24,426
-2,300
| -9% | -$27.9K | 0.09% | 231 |
|
|
2016
Q3 | $323K | Sell |
26,726
-1,176
| -4% | -$14.2K | 0.09% | 219 |
|
|
2016
Q2 | $351K | Buy |
27,902
+1,596
| +6% | +$20.1K | 0.1% | 193 |
|
|
2016
Q1 | $355K | Sell |
26,306
-192
| -0.7% | -$2.59K | 0.11% | 179 |
|
|
2015
Q4 | $373K | Buy |
26,498
+116
| +0.4% | +$1.63K | 0.11% | 200 |
|
|
2015
Q3 | $358K | Sell |
26,382
-626
| -2% | -$8.5K | 0.11% | 188 |
|
|
2015
Q2 | $405K | Sell |
27,008
-1,904
| -7% | -$28.6K | 0.11% | 190 |
|
|
2015
Q1 | $467K | Buy |
28,912
+7,800
| +37% | +$126K | 0.13% | 172 |
|
|
2014
Q4 | $327K | Sell |
21,112
-3,844
| -15% | -$59.6K | 0.09% | 217 |
|
|
2014
Q3 | $369K | Buy |
24,956
+905
| +4% | +$13.4K | 0.11% | 209 |
|
|
2014
Q2 | $415K | Buy |
24,051
+1,500
| +7% | +$25.9K | 0.14% | 171 |
|
|
2014
Q1 | $352K | Buy |
22,551
+1,954
| +9% | +$30.5K | 0.12% | 190 |
|
|
2013
Q4 | $318K | Buy |
+20,597
| New | +$318K | 0.11% | 209 |
|