Everhart Financial Group’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 |
-17,866
| Closed | -$218K | – | 278 |
|
|
2023
Q4 | $218K | Buy |
17,866
+6,345
| +55% | +$77.3K | 0.08% | 228 |
|
|
2023
Q3 | $143K | Sell |
11,521
-1,088
| -9% | -$13.5K | 0.06% | 211 |
|
|
2023
Q2 | $191K | Buy |
12,609
+75
| +0.6% | +$1.14K | 0.08% | 212 |
|
|
2023
Q1 | $158K | Buy |
12,534
+185
| +1% | +$2.33K | 0.07% | 203 |
|
|
2022
Q4 | $144K | Sell |
12,349
-5,320
| -30% | -$61.9K | 0.07% | 178 |
|
|
2022
Q3 | $198K | Buy |
17,669
+3,457
| +24% | +$38.7K | 0.11% | 194 |
|
|
2022
Q2 | $158K | Buy |
+14,212
| New | +$158K | 0.1% | 183 |
|
|
2021
Q1 | – | Sell |
-11,637
| Closed | -$102K | – | 84 |
|
|
2020
Q4 | $102K | Buy |
+11,637
| New | +$102K | 0.09% | 79 |
|