Perfromance 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
Q3 | – | Sell |
-12,770
| Closed | -$196K | – | 172 |
|
2023
Q2 | $196K | Buy |
12,770
+1,545
| +14% | +$23.7K | 0.01% | 180 |
|
2023
Q1 | $141K | Sell |
11,225
-4,985
| -31% | -$62.8K | 0.01% | 176 |
|
2022
Q4 | $189K | Sell |
16,210
-179
| -1% | -$2.08K | 0.01% | 162 |
|
2022
Q3 | $184K | Buy |
+16,389
| New | +$184K | 0.01% | 159 |
|