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Reitz Capital Advisors’s Ford F Stock Holding History

Reitz Capital Advisors’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,430
Closed -$16.9K – 29
2023
Q3 		$16.9K Sell
1,430
-9,654
-87% -$125K 0.03% 40
2023
Q2 		$168K Sell
11,084
-3,018
-21% -$38.2K 0.15% 45
2023
Q1 		$178K Buy
14,102
+561
+4% +$7.02K 0.16% 50
2022
Q4 		$157K Sell
13,541
-1,892
-12% -$24.3K 0.15% 48
2022
Q3 		$173K Buy
15,433
+2,272
+17% +$31.8K 0.16% 46
2022
Q2 		$146K Buy
13,161
+4,810
+58% +$65.9K 0.13% 51
2022
Q1 		$141K Buy
+8,351
New +$159K 0.1% 54
2020
Q3 		– Sell
-350
Closed -$2K – 66
2020
Q2 		$2K Buy
+350
New +$1.94K ﹤0.01% 122

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Newport Trust Company
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
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Norges Bank
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return