Lake Street Private Wealth’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,592
| Closed | -$206K | – | 290 |
|
|
2023
Q2 | $206K | Sell |
13,592
-11,424
| -46% | -$173K | 0.04% | 270 |
|
|
2023
Q1 | $315K | Sell |
25,016
-67,074
| -73% | -$845K | 0.06% | 224 |
|
|
2022
Q4 | $2.17M | Buy |
92,090
+57,713
| +168% | +$1.36M | 0.45% | 65 |
|
|
2022
Q3 | $385K | Buy |
34,377
+10,661
| +45% | +$119K | 0.09% | 192 |
|
|
2022
Q2 | $264K | Sell |
23,716
-4,788
| -17% | -$53.3K | 0.06% | 241 |
|
|
2022
Q1 | $482K | Buy |
28,504
+6,176
| +28% | +$104K | 0.09% | 185 |
|
|
2021
Q4 | $464K | Buy |
22,328
+14,636
| +190% | +$304K | 0.08% | 206 |
|
|
2021
Q3 | $109K | Buy |
+7,692
| New | +$109K | 0.03% | 219 |
|