Meridian Wealth Partners’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 |
-10,446
| Closed | -$130K | – | 103 |
|
2023
Q3 | $130K | Sell |
10,446
-267
| -2% | -$3.32K | 0.03% | 95 |
|
2023
Q2 | $162K | Buy |
10,713
+506
| +5% | +$7.66K | 0.03% | 93 |
|
2023
Q1 | $129K | Buy |
+10,207
| New | +$129K | 0.03% | 92 |
|
2021
Q2 | – | Sell |
-7,730
| Closed | -$95K | – | 481 |
|
2021
Q1 | $95K | Buy |
7,730
+2,176
| +39% | +$26.7K | 0.03% | 116 |
|
2020
Q4 | $49K | Buy |
5,554
+1,000
| +22% | +$8.82K | 0.02% | 141 |
|
2020
Q3 | $30K | Hold |
4,554
| – | – | 0.02% | 164 |
|
2020
Q2 | $28K | Hold |
4,554
| – | – | 0.02% | 165 |
|
2020
Q1 | $22K | Buy |
4,554
+9
| +0.2% | +$43 | 0.01% | 170 |
|
2019
Q4 | $42K | Buy |
+4,545
| New | +$42K | 0.03% | 141 |
|