Core Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,829
| Closed | -$24.3K | – | 111 |
|
|
2024
Q1 | $24.3K | Sell |
1,829
-33
| -2% | -$438 | 0.01% | 138 |
|
|
2023
Q4 | $22.7K | Sell |
1,862
-830
| -31% | -$10.1K | 0.01% | 134 |
|
|
2023
Q3 | $33.4K | Sell |
2,692
-650
| -19% | -$8.07K | 0.01% | 94 |
|
|
2023
Q2 | $50.6K | Sell |
3,342
-30
| -0.9% | -$454 | 0.02% | 79 |
|
|
2023
Q1 | $42.5K | Buy |
3,372
+100
| +3% | +$1.26K | 0.02% | 84 |
|
|
2022
Q4 | $38.1K | Sell |
3,272
-11,483
| -78% | -$134K | 0.02% | 89 |
|
|
2022
Q3 | $165K | Buy |
14,755
+5,373
| +57% | +$60.1K | 0.1% | 39 |
|
|
2022
Q2 | $104K | Buy |
9,382
+6,135
| +189% | +$68K | 0.06% | 49 |
|
|
2022
Q1 | $55K | Buy |
3,247
+1,210
| +59% | +$20.5K | 0.03% | 72 |
|
|
2021
Q4 | $42K | Hold |
2,037
| – | – | 0.03% | 95 |
|
|
2021
Q3 | $29K | Buy |
2,037
+250
| +14% | +$3.56K | 0.02% | 96 |
|
|
2021
Q2 | $27K | Buy |
1,787
+988
| +124% | +$14.9K | 0.02% | 88 |
|
|
2021
Q1 | $10K | Buy |
799
+250
| +46% | +$3.13K | 0.01% | 113 |
|
|
2020
Q4 | $5K | Buy |
549
+500
| +1,020% | +$4.55K | ﹤0.01% | 138 |
|
|
2020
Q3 | $0 | Hold |
49
| – | – | ﹤0.01% | 166 |
|
|
2020
Q2 | $0 | Hold |
49
| – | – | ﹤0.01% | 139 |
|
|
2020
Q1 | $0 | Hold |
49
| – | – | ﹤0.01% | 154 |
|
|
2019
Q4 | $0 | Buy |
+49
| New | – | ﹤0.01% | 132 |
|