PWS
Private Wealth Strategies’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,384
| Closed | -$175K | – | 75 |
|
|
2023
Q4 | $175K | Buy |
+14,384
| New | +$175K | 0.04% | 70 |
|
|
2022
Q4 | – | Sell |
-34,827
| Closed | -$390K | – | 77 |
|
|
2022
Q3 | $390K | Buy |
34,827
+15,217
| +78% | +$170K | 0.11% | 49 |
|
|
2022
Q2 | $217K | Buy |
19,610
+3,548
| +22% | +$39.3K | 0.06% | 69 |
|
|
2022
Q1 | $272K | Buy |
16,062
+325
| +2% | +$5.5K | 0.07% | 65 |
|
|
2021
Q4 | $328K | Buy |
15,737
+564
| +4% | +$11.8K | 0.08% | 66 |
|
|
2021
Q3 | $214K | Buy |
+15,173
| New | +$214K | 0.05% | 72 |
|