AWA
Amplius Wealth Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,735
| Closed | -$171K | – | 175 |
|
|
2023
Q3 | $171K | Sell |
13,735
-999
| -7% | -$12.4K | 0.02% | 158 |
|
|
2023
Q2 | $223K | Sell |
14,734
-137
| -0.9% | -$2.07K | 0.03% | 151 |
|
|
2023
Q1 | $187K | Buy |
14,871
+1,097
| +8% | +$13.8K | 0.03% | 159 |
|
|
2022
Q4 | $160K | Sell |
13,774
-503
| -4% | -$5.85K | 0.03% | 157 |
|
|
2022
Q3 | $160K | Buy |
14,277
+1,160
| +9% | +$13K | 0.03% | 154 |
|
|
2022
Q2 | $145K | Buy |
13,117
+106
| +0.8% | +$1.17K | 0.02% | 164 |
|
|
2022
Q1 | $220K | Sell |
13,011
-858
| -6% | -$14.5K | 0.03% | 162 |
|
|
2021
Q4 | $288K | Buy |
+13,869
| New | +$288K | 0.04% | 158 |
|