SDWMA
Schneider Downs Wealth Management Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,721
| Closed | -$264K | – | 154 |
|
|
2021
Q4 | $264K | Sell |
12,721
-200
| -2% | -$4.15K | 0.06% | 128 |
|
|
2021
Q3 | $183K | Buy |
+12,921
| New | +$183K | 0.05% | 147 |
|
|
2018
Q3 | – | Sell |
-11,960
| Closed | -$132K | – | 59 |
|
|
2018
Q2 | $132K | Hold |
11,960
| – | – | 0.09% | 52 |
|
|
2018
Q1 | $133K | Hold |
11,960
| – | – | 0.08% | 53 |
|
|
2017
Q4 | $149K | Sell |
11,960
-2,390
| -17% | -$29.8K | 0.09% | 44 |
|
|
2017
Q3 | $172K | Hold |
14,350
| – | – | 0.11% | 41 |
|
|
2017
Q2 | $161K | Buy |
14,350
+2,000
| +16% | +$22.4K | 0.11% | 44 |
|
|
2017
Q1 | $144K | Hold |
12,350
| – | – | 0.1% | 45 |
|
|
2016
Q4 | $150K | Hold |
12,350
| – | – | 0.1% | 29 |
|
|
2016
Q3 | $149K | Sell |
12,350
-2,857
| -19% | -$34.5K | 0.1% | 31 |
|
|
2016
Q2 | $191K | Hold |
15,207
| – | – | 0.13% | 27 |
|
|
2016
Q1 | $205K | Sell |
15,207
-485
| -3% | -$6.54K | 0.14% | 25 |
|
|
2015
Q4 | $221K | Buy |
+15,692
| New | +$221K | 0.26% | 25 |
|