Kelleher Financial Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,626
| Closed | -$318K | – | 107 |
|
|
2023
Q3 | $318K | Buy |
25,626
+289
| +1% | +$3.59K | 0.16% | 76 |
|
|
2023
Q2 | $383K | Buy |
25,337
+256
| +1% | +$3.87K | 0.22% | 73 |
|
|
2023
Q1 | $316K | Buy |
25,081
+245
| +1% | +$3.09K | 0.21% | 80 |
|
|
2022
Q4 | $289K | Buy |
24,836
+14
| +0.1% | +$163 | 0.22% | 71 |
|
|
2022
Q3 | $278K | Buy |
24,822
+39
| +0.2% | +$437 | 0.2% | 84 |
|
|
2022
Q2 | $275K | Buy |
+24,783
| New | +$275K | 0.12% | 110 |
|