Charter Oak Capital 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 |
-1,305
| Closed | -$15K | – | 393 |
|
|
2022
Q2 | $15K | Hold |
1,305
| – | – | ﹤0.01% | 528 |
|
|
2022
Q1 | $22K | Buy |
1,305
+111
| +9% | +$1.87K | ﹤0.01% | 492 |
|
|
2021
Q4 | $25K | Buy |
1,194
+146
| +14% | +$3.06K | ﹤0.01% | 461 |
|
|
2021
Q3 | $15K | Sell |
1,048
-30
| -3% | -$429 | ﹤0.01% | 506 |
|
|
2021
Q2 | $16K | Hold |
1,078
| – | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $13K | Buy |
1,078
+4
| +0.4% | +$48 | ﹤0.01% | 501 |
|
|
2020
Q4 | $9K | Buy |
+1,074
| New | +$9K | ﹤0.01% | 526 |
|