BigSur 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
Q1 | – | Sell |
-23,000
| Closed | -$267K | – | 129 |
|
|
2022
Q4 | $267K | Sell |
23,000
-5,000
| -18% | -$58.2K | 0.13% | 100 |
|
|
2022
Q3 | $314K | Sell |
28,000
-2,000
| -7% | -$22.4K | 0.16% | 95 |
|
|
2022
Q2 | $334K | Hold |
30,000
| – | – | 0.16% | 96 |
|
|
2022
Q1 | $507K | Hold |
30,000
| – | – | 0.2% | 88 |
|
|
2021
Q4 | $623K | Buy |
+30,000
| New | +$623K | 0.24% | 82 |
|