Consolidated Planning Corp’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-294,240
| Closed | -$3.65M | – | 172 |
|
2023
Q3 | $3.65M | Buy |
294,240
+11,930
| +4% | +$148K | 0.81% | 42 |
|
2023
Q2 | $4.27M | Sell |
282,310
-132
| -0% | -$2K | 0.9% | 35 |
|
2023
Q1 | $3.56M | Buy |
282,442
+37,614
| +15% | +$474K | 0.92% | 37 |
|
2022
Q4 | $2.85M | Buy |
244,828
+12,808
| +6% | +$149K | 0.79% | 39 |
|
2022
Q3 | $2.6M | Buy |
232,020
+8,491
| +4% | +$95.1K | 0.81% | 45 |
|
2022
Q2 | $2.49M | Buy |
+223,529
| New | +$2.49M | 0.78% | 43 |
|
2021
Q4 | – | Sell |
-1,121
| Closed | -$16K | – | 194 |
|
2021
Q3 | $16K | Buy |
+1,121
| New | +$16K | 0.01% | 266 |
|