MWPCG
Measured Wealth Private Client Group’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,762
| Closed | -$289K | – | 170 |
|
|
2022
Q3 | $289K | Buy |
+25,762
| New | +$289K | 0.13% | 107 |
|
|
2020
Q2 | – | Sell |
-11,994
| Closed | -$58K | – | 129 |
|
|
2020
Q1 | $58K | Buy |
+11,994
| New | +$58K | 0.05% | 103 |
|
|
2018
Q4 | – | Sell |
-1,174
| Closed | -$10K | – | 290 |
|
|
2018
Q3 | $10K | Buy |
+1,174
| New | +$10K | 0.01% | 613 |
|