Baker Tilly Wealth Management’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 |
-20,215
| Closed | -$306K | – | 496 |
|
|
2023
Q2 | $306K | Buy |
20,215
+406
| +2% | +$6.14K | 0.03% | 449 |
|
|
2023
Q1 | $250K | Sell |
19,809
-10,595
| -35% | -$133K | 0.03% | 480 |
|
|
2022
Q4 | $354K | Sell |
30,404
-1,615
| -5% | -$18.8K | 0.04% | 404 |
|
|
2022
Q3 | $359K | Buy |
32,019
+59
| +0.2% | +$662 | 0.05% | 374 |
|
|
2022
Q2 | $356K | Buy |
31,960
+1,255
| +4% | +$14K | 0.05% | 383 |
|
|
2022
Q1 | $519K | Sell |
30,705
-1,764
| -5% | -$29.8K | 0.06% | 338 |
|
|
2021
Q4 | $674K | Buy |
32,469
+1,024
| +3% | +$21.3K | 0.07% | 293 |
|
|
2021
Q3 | $445K | Buy |
31,445
+10,793
| +52% | +$153K | 0.06% | 345 |
|
|
2021
Q2 | $307K | Buy |
20,652
+30
| +0.1% | +$446 | 0.05% | 390 |
|
|
2021
Q1 | $253K | Buy |
+20,622
| New | +$253K | 0.05% | 402 |
|