Panoramic Investment Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,606
| Closed | -$112K | – | 121 |
|
|
2024
Q3 | $112K | Buy |
+10,606
| New | +$112K | 0.08% | 117 |
|
|
2024
Q1 | $141K | Sell |
10,593
-3,000
| -22% | -$39.8K | 0.1% | 113 |
|
|
2023
Q4 | $166K | Sell |
13,593
-13
| -0.1% | -$158 | 0.14% | 103 |
|
|
2023
Q3 | $169K | Buy |
+13,606
| New | +$169K | 0.16% | 97 |
|
|
2022
Q4 | $276K | Buy |
+23,770
| New | +$276K | 0.28% | 77 |
|