Curi Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,479
| Closed | -$152K | – | 48 |
|
|
2023
Q4 | $152K | Buy |
12,479
+158
| +1% | +$1.93K | 0.02% | 156 |
|
|
2023
Q3 | $153K | Buy |
12,321
+91
| +0.7% | +$1.13K | 0.02% | 147 |
|
|
2023
Q2 | $185K | Buy |
12,230
+430
| +4% | +$6.51K | 0.03% | 165 |
|
|
2023
Q1 | $149K | Sell |
11,800
-3,955
| -25% | -$49.8K | 0.02% | 163 |
|
|
2022
Q4 | $183K | Sell |
15,755
-206
| -1% | -$2.4K | 0.03% | 184 |
|
|
2022
Q3 | $179K | Buy |
15,961
+7,958
| +99% | +$89.2K | 0.03% | 178 |
|
|
2022
Q2 | $89K | Buy |
8,003
+876
| +12% | +$9.74K | 0.02% | 182 |
|
|
2022
Q1 | $120K | Buy |
7,127
+6,023
| +546% | +$101K | 0.02% | 144 |
|
|
2021
Q4 | $22K | Buy |
+1,104
| New | +$22K | ﹤0.01% | 240 |
|
|
2021
Q1 | – | Sell |
-104
| Closed | – | – | 229 |
|
|
2020
Q4 | $0 | Buy |
+104
| New | – | ﹤0.01% | 430 |
|