LWM
F icon

Lakeridge Wealth Management’s Ford F Stock Holding History

Lakeridge Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,805
Closed -$156K – 139
2023
Q4 		$156K Buy
+12,805
New +$156K 0.11% 128