Laidlaw Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,099
| Closed | -$140K | – | 358 |
|
|
2023
Q1 | $140K | Sell |
11,099
-4,594
| -29% | -$57.9K | 0.03% | 343 |
|
|
2022
Q4 | $183K | Buy |
15,693
+299
| +2% | +$3.48K | 0.04% | 339 |
|
|
2022
Q3 | $172K | Buy |
15,394
+119
| +0.8% | +$1.33K | 0.04% | 304 |
|
|
2022
Q2 | $170K | Sell |
15,275
-1,122
| -7% | -$12.5K | 0.03% | 353 |
|
|
2022
Q1 | $277K | Sell |
16,397
-8,221
| -33% | -$139K | 0.05% | 316 |
|
|
2021
Q4 | $511K | Buy |
+24,618
| New | +$511K | 0.08% | 219 |
|
|
2021
Q3 | – | Sell |
-30,635
| Closed | -$455K | – | 267 |
|
|
2021
Q2 | $455K | Buy |
+30,635
| New | +$455K | 0.12% | 160 |
|
|
2021
Q1 | – | Sell |
-26,083
| Closed | -$229K | – | 263 |
|
|
2020
Q4 | $229K | Sell |
26,083
-16,449
| -39% | -$144K | 0.05% | 315 |
|
|
2020
Q3 | $283K | Buy |
42,532
+1,000
| +2% | +$6.65K | 0.13% | 162 |
|
|
2020
Q2 | $253K | Buy |
41,532
+13,935
| +50% | +$84.9K | 0.13% | 146 |
|
|
2020
Q1 | $133K | Sell |
27,597
-10,080
| -27% | -$48.6K | 0.09% | 143 |
|
|
2019
Q4 | $350K | Buy |
+37,677
| New | +$350K | 0.22% | 115 |
|