Financial Synergies 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 |
-2,035
| Closed | -$27K | – | 196 |
|
|
2024
Q1 | $27K | Buy |
2,035
+1,938
| +1,998% | +$25.7K | ﹤0.01% | 167 |
|
|
2023
Q4 | $1.13K | Sell |
97
-1,857
| -95% | -$21.5K | ﹤0.01% | 313 |
|
|
2023
Q3 | $24.3K | Buy |
1,954
+23
| +1% | +$286 | ﹤0.01% | 158 |
|
|
2023
Q2 | $29.2K | Sell |
1,931
-74
| -4% | -$1.12K | ﹤0.01% | 139 |
|
|
2023
Q1 | $25.3K | Buy |
2,005
+1,908
| +1,967% | +$24K | ﹤0.01% | 155 |
|
|
2022
Q4 | $1.13K | Hold |
97
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $1.08K | Sell |
97
-1,988
| -95% | -$22.2K | ﹤0.01% | 291 |
|
|
2022
Q2 | $23.2K | Buy |
+2,085
| New | +$23.2K | ﹤0.01% | 129 |
|