Centric Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,000
| Closed | -$122K | – | 122 |
|
|
2022
Q2 | $122K | Sell |
11,000
-53
| -0.5% | -$588 | 0.04% | 125 |
|
|
2022
Q1 | $187K | Buy |
+11,053
| New | +$187K | 0.06% | 151 |
|
|
2021
Q2 | – | Sell |
-181,956
| Closed | -$2.23M | – | 167 |
|
|
2021
Q1 | $2.23M | Buy |
181,956
+149,973
| +469% | +$1.84M | 0.64% | 40 |
|
|
2020
Q4 | $281K | Buy |
+31,983
| New | +$281K | 0.09% | 161 |
|
|
2020
Q3 | – | Sell |
-54,426
| Closed | -$331K | – | 131 |
|
|
2020
Q2 | $331K | Buy |
+54,426
| New | +$331K | 0.17% | 102 |
|