Schwarz Dygos Wheeler Investment Advisors’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,561
Closed -$129K 132
2022
Q3
$129K Buy
11,561
+312
+3% +$3.48K 0.06% 113
2022
Q2
$125K Buy
11,249
+995
+10% +$11.1K 0.05% 123
2022
Q1
$173K Buy
10,254
+392
+4% +$6.61K 0.06% 135
2021
Q4
$205K Buy
+9,862
New +$205K 0.07% 130