Signature Wealth Management Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,742
| Closed | -$166K | – | 107 |
|
|
2024
Q3 | $166K | Sell |
15,742
-9,997
| -39% | -$106K | 0.12% | 103 |
|
|
2024
Q2 | $323K | Buy |
25,739
+32
| +0.1% | +$401 | 0.25% | 76 |
|
|
2024
Q1 | $341K | Sell |
25,707
-1,698
| -6% | -$22.6K | 0.28% | 74 |
|
|
2023
Q4 | $334K | Sell |
27,405
-648
| -2% | -$7.9K | 0.29% | 72 |
|
|
2023
Q3 | $348K | Buy |
28,053
+2
| +0% | +$25 | 0.34% | 63 |
|
|
2023
Q2 | $424K | Buy |
28,051
+11,002
| +65% | +$166K | 0.39% | 57 |
|
|
2023
Q1 | $215K | Buy |
17,049
+3,002
| +21% | +$37.8K | 0.2% | 94 |
|
|
2022
Q4 | $163K | Buy |
14,047
+3,002
| +27% | +$34.9K | 0.16% | 92 |
|
|
2022
Q3 | $124K | Buy |
+11,045
| New | +$124K | 0.14% | 93 |
|