Winthrop Partners - WNY’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.13M | Hold |
232,819
| – | – | 1.44% | 22 |
|
|
2019
Q2 | $2.38M | Hold |
232,819
| – | – | 1.78% | 14 |
|
|
2019
Q1 | $2.09M | Sell |
232,819
-1,100
| -0.5% | -$9.88K | 1.63% | 16 |
|
|
2018
Q4 | $1.79M | Hold |
233,919
| – | – | 1.67% | 16 |
|
|
2018
Q3 | $2.16M | Buy |
233,919
+5,625
| +2% | +$52K | 1.75% | 14 |
|
|
2018
Q2 | $2.53M | Sell |
228,294
-1,120
| -0.5% | -$12.4K | 2.1% | 6 |
|
|
2018
Q1 | $2.58M | Hold |
229,414
| – | – | 1.99% | 7 |
|
|
2017
Q4 | $2.46M | Buy |
+229,414
| New | +$2.46M | 2.01% | 11 |
|