Appleton Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,679
| Closed | -$358K | – | 30 |
|
|
2023
Q2 | $358K | Buy |
+23,679
| New | +$358K | 0.5% | 14 |
|
|
2022
Q2 | – | Sell |
-18,529
| Closed | -$313K | – | 32 |
|
|
2022
Q1 | $313K | Sell |
18,529
-6,926
| -27% | -$117K | 0.44% | 30 |
|
|
2021
Q4 | $529K | Sell |
25,455
-249
| -1% | -$5.18K | 0.53% | 21 |
|
|
2021
Q3 | $364K | Buy |
+25,704
| New | +$364K | 0.31% | 30 |
|