PBMares Wealth Management’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 |
-11,976
| Closed | -$126K | – | 198 |
|
|
2024
Q3 | $126K | Buy |
11,976
+991
| +9% | +$10.5K | 0.03% | 193 |
|
|
2024
Q2 | $138K | Buy |
+10,985
| New | +$138K | 0.03% | 179 |
|
|
2021
Q3 | – | Sell |
-13,265
| Closed | -$197K | – | 149 |
|
|
2021
Q2 | $197K | Buy |
13,265
+581
| +5% | +$8.63K | 0.11% | 146 |
|
|
2021
Q1 | $155K | Buy |
12,684
+191
| +2% | +$2.33K | 0.13% | 141 |
|
|
2020
Q4 | $110K | Buy |
+12,493
| New | +$110K | 0.13% | 122 |
|