Sterling Financial Planning’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,860
| Closed | -$83K | – | 206 |
|
|
2021
Q3 | $83K | Buy |
5,860
+1,021
| +21% | +$14.5K | 0.05% | 140 |
|
|
2021
Q2 | $72K | Sell |
4,839
-480
| -9% | -$7.14K | 0.05% | 143 |
|
|
2021
Q1 | $65K | Sell |
5,319
-1,951
| -27% | -$23.8K | 0.05% | 133 |
|
|
2020
Q4 | $64K | Buy |
+7,270
| New | +$64K | 0.05% | 127 |
|