Cassaday & Co Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,364
| Closed | -$183K | – | 325 |
|
|
2024
Q3 | $183K | Sell |
17,364
-6,332
| -27% | -$66.9K | 0.01% | 305 |
|
|
2024
Q2 | $297K | Sell |
23,696
-1,476
| -6% | -$18.5K | 0.01% | 227 |
|
|
2024
Q1 | $334K | Buy |
25,172
+348
| +1% | +$4.62K | 0.01% | 211 |
|
|
2023
Q4 | $303K | Sell |
24,824
-3,382
| -12% | -$41.2K | 0.01% | 202 |
|
|
2023
Q3 | $350K | Buy |
28,206
+328
| +1% | +$4.07K | 0.01% | 173 |
|
|
2023
Q2 | $422K | Buy |
27,878
+456
| +2% | +$6.9K | 0.02% | 168 |
|
|
2023
Q1 | $346K | Buy |
27,422
+140
| +0.5% | +$1.76K | 0.01% | 193 |
|
|
2022
Q4 | $317K | Buy |
+27,282
| New | +$317K | 0.01% | 193 |
|