Principle Wealth Partners’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 |
-14,154
| Closed | -$149K | – | 340 |
|
|
2024
Q3 | $149K | Buy |
+14,154
| New | +$149K | 0.01% | 337 |
|
|
2024
Q2 | – | Sell |
-18,672
| Closed | -$248K | – | 331 |
|
|
2024
Q1 | $248K | Buy |
18,672
+668
| +4% | +$8.87K | 0.02% | 309 |
|
|
2023
Q4 | $219K | Sell |
18,004
-1,987
| -10% | -$24.2K | 0.02% | 315 |
|
|
2023
Q3 | $248K | Sell |
19,991
-337
| -2% | -$4.19K | 0.02% | 282 |
|
|
2023
Q2 | $308K | Buy |
20,328
+110
| +0.5% | +$1.66K | 0.03% | 260 |
|
|
2023
Q1 | $255K | Sell |
20,218
-35
| -0.2% | -$441 | 0.03% | 278 |
|
|
2022
Q4 | $236K | Sell |
20,253
-462
| -2% | -$5.37K | 0.03% | 283 |
|
|
2022
Q3 | $232 | Buy |
20,715
+378
| +2% | +$4 | 0.02% | 263 |
|
|
2022
Q2 | $226K | Buy |
20,337
+3,663
| +22% | +$40.7K | 0.03% | 282 |
|
|
2022
Q1 | $282K | Buy |
16,674
+4,000
| +32% | +$67.7K | 0.03% | 271 |
|
|
2021
Q4 | $263K | Sell |
12,674
-1,231
| -9% | -$25.5K | 0.03% | 278 |
|
|
2021
Q3 | $197K | Buy |
13,905
+1,900
| +16% | +$26.9K | 0.02% | 303 |
|
|
2021
Q2 | $178K | Buy |
+12,005
| New | +$178K | 0.02% | 310 |
|
|
2020
Q3 | – | Sell |
-3,300
| Closed | -$20K | – | 248 |
|
|
2020
Q2 | $20K | Buy |
+3,300
| New | +$20K | 0.01% | 353 |
|
|
2019
Q4 | – | Sell |
-13,930
| Closed | -$128K | – | 169 |
|
|
2019
Q3 | $128K | Buy |
13,930
+2,700
| +24% | +$24.8K | 0.04% | 165 |
|
|
2019
Q2 | $115K | Buy |
11,230
+955
| +9% | +$9.78K | 0.06% | 139 |
|
|
2019
Q1 | $90K | Buy |
+10,275
| New | +$90K | 0.05% | 128 |
|