Heritage Wealth Management (Arizona)’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $55.5K | Buy |
4,770
+2,561
| +116% | +$29.8K | 0.01% | 485 |
|
|
2022
Q3 | $25K | Buy |
2,209
+153
| +7% | +$1.73K | 0.01% | 494 |
|
|
2022
Q2 | $22.9K | Hold |
2,056
| – | – | 0.01% | 522 |
|
|
2022
Q1 | $35K | Buy |
+2,056
| New | +$35K | 0.01% | 517 |
|
|
2021
Q3 | $18K | Sell |
1,291
-100
| -7% | -$1.39K | 0.01% | 569 |
|
|
2021
Q2 | $21K | Sell |
1,391
-343
| -20% | -$5.18K | 0.01% | 557 |
|
|
2021
Q1 | $21K | Buy |
+1,734
| New | +$21K | 0.01% | 485 |
|