Cerro Pacific Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46,254
| Closed | -$518K | – | 156 |
|
|
2022
Q3 | $518K | Sell |
46,254
-113
| -0.2% | -$1.27K | 0.31% | 80 |
|
|
2022
Q2 | $516K | Buy |
46,367
+14
| +0% | +$156 | 0.32% | 86 |
|
|
2022
Q1 | $784K | Buy |
46,353
+1,676
| +4% | +$28.3K | 0.48% | 67 |
|
|
2021
Q4 | $928K | Buy |
44,677
+99
| +0.2% | +$2.06K | 0.59% | 50 |
|
|
2021
Q3 | $631K | Hold |
44,578
| – | – | 0.45% | 75 |
|
|
2021
Q2 | $662K | Buy |
+44,578
| New | +$662K | 0.49% | 65 |
|
|
2020
Q4 | $579K | Buy |
+65,834
| New | +$579K | 0.35% | 73 |
|