SFMG Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,701
| Closed | -$160K | – | 263 |
|
|
2023
Q1 | $160K | Buy |
+12,701
| New | +$160K | 0.02% | 238 |
|
|
2015
Q4 | – | Sell |
-11,421
| Closed | -$155K | – | 113 |
|
|
2015
Q3 | $155K | Buy |
11,421
+66
| +0.6% | +$896 | 0.04% | 108 |
|
|
2015
Q2 | $170K | Sell |
11,355
-23,218
| -67% | -$348K | 0.04% | 114 |
|
|
2015
Q1 | $558K | Buy |
34,573
+23,380
| +209% | +$377K | 0.05% | 93 |
|
|
2014
Q4 | $173K | Buy |
+11,193
| New | +$173K | 0.04% | 117 |
|