EPG 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
Q3 | – | Hold |
0
| – | -$156K | – | 431 |
|
|
2024
Q2 | – | Sell |
-10,393
| Closed | -$138K | – | 262 |
|
|
2024
Q1 | $138K | Buy |
+10,393
| New | +$138K | 0.03% | 269 |
|
|
2023
Q1 | – | Sell |
-12,621
| Closed | -$147K | – | 418 |
|
|
2022
Q4 | $147K | Sell |
12,621
-1,201
| -9% | -$14K | 0.06% | 221 |
|
|
2022
Q3 | $155K | Buy |
13,822
+113
| +0.8% | +$1.27K | 0.06% | 212 |
|
|
2022
Q2 | $153K | Buy |
13,709
+1,083
| +9% | +$12.1K | 0.07% | 212 |
|
|
2022
Q1 | $213K | Buy |
12,626
+1,144
| +10% | +$19.3K | 0.07% | 225 |
|
|
2021
Q4 | $238K | Buy |
11,482
+699
| +6% | +$14.5K | 0.08% | 204 |
|
|
2021
Q3 | $153K | Sell |
10,783
-64
| -0.6% | -$908 | 0.06% | 225 |
|
|
2021
Q2 | $161K | Buy |
+10,847
| New | +$161K | 0.07% | 208 |
|
|
2020
Q2 | – | Sell |
-9,687
| Closed | -$47K | – | 346 |
|
|
2020
Q1 | $47K | Buy |
9,687
+2,433
| +34% | +$11.8K | 0.03% | 288 |
|
|
2019
Q4 | $67K | Buy |
+7,254
| New | +$67K | 0.05% | 193 |
|