RMR Wealth Builders’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,923
| Closed | -$137K | – | 265 |
|
|
2024
Q2 | $137K | Buy |
10,923
+492
| +5% | +$6.17K | 0.02% | 246 |
|
|
2024
Q1 | $139K | Buy |
+10,431
| New | +$139K | 0.02% | 256 |
|
|
2023
Q4 | – | Sell |
-12,558
| Closed | -$156K | – | 237 |
|
|
2023
Q3 | $156K | Sell |
12,558
-2,092
| -14% | -$26K | 0.02% | 222 |
|
|
2023
Q2 | $222K | Buy |
14,650
+3,687
| +34% | +$55.8K | 0.04% | 194 |
|
|
2023
Q1 | $138K | Buy |
10,963
+316
| +3% | +$3.98K | 0.03% | 206 |
|
|
2022
Q4 | $124K | Buy |
10,647
+51
| +0.5% | +$593 | 0.03% | 189 |
|
|
2022
Q3 | $119K | Buy |
+10,596
| New | +$119K | 0.03% | 192 |
|
|
2021
Q2 | – | Sell |
-6,522
| Closed | -$80K | – | 342 |
|
|
2021
Q1 | $80K | Buy |
6,522
+5,622
| +625% | +$69K | 0.02% | 301 |
|
|
2020
Q4 | $8K | Buy |
+900
| New | +$8K | ﹤0.01% | 422 |
|
|
2020
Q3 | – | Sell |
-10,800
| Closed | -$65K | – | 303 |
|
|
2020
Q2 | $65K | Buy |
+10,800
| New | +$65K | 0.06% | 204 |
|
|
2019
Q4 | $63K | Buy |
+6,800
| New | +$63K | 0.06% | 209 |
|