Balboa Wealth Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,742
| Closed | -$332K | – | 297 |
|
|
2023
Q3 | $332K | Sell |
26,742
-4,200
| -14% | -$52.2K | 0.12% | 139 |
|
|
2023
Q2 | $468K | Sell |
30,942
-3,653
| -11% | -$55.3K | 0.16% | 119 |
|
|
2023
Q1 | $436K | Buy |
34,595
+190
| +0.6% | +$2.39K | 0.16% | 124 |
|
|
2022
Q4 | $400K | Sell |
34,405
-579
| -2% | -$6.73K | 0.18% | 122 |
|
|
2022
Q3 | $392K | Buy |
+34,984
| New | +$392K | 0.17% | 107 |
|