Sterling Investment Advisors (Pennsylvania)’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-143,850
| Closed | -$1.6M | – | 241 |
|
|
2022
Q2 | $1.6M | Sell |
143,850
-21,000
| -13% | -$234K | 0.55% | 56 |
|
|
2022
Q1 | $2.79M | Buy |
164,850
+163,550
| +12,581% | +$2.77M | 0.79% | 40 |
|
|
2021
Q4 | $27K | Buy |
+1,300
| New | +$27K | 0.01% | 331 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$12K | – | 543 |
|
|
2021
Q1 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 389 |
|
|
2019
Q3 | – | Sell |
-2,130
| Closed | -$22K | – | 422 |
|
|
2019
Q2 | $22K | Buy |
2,130
+31
| +1% | +$320 | 0.01% | 284 |
|
|
2019
Q1 | $18K | Sell |
2,099
-465
| -18% | -$3.99K | 0.01% | 298 |
|
|
2018
Q4 | $19K | Sell |
2,564
-3,968
| -61% | -$29.4K | 0.01% | 278 |
|
|
2018
Q3 | $60K | Buy |
6,532
+2,132
| +48% | +$19.6K | 0.03% | 205 |
|
|
2018
Q2 | $48K | Hold |
4,400
| – | – | 0.03% | 212 |
|
|
2018
Q1 | $49K | Hold |
4,400
| – | – | 0.03% | 196 |
|
|
2017
Q4 | $55K | Hold |
4,400
| – | – | 0.03% | 177 |
|
|
2017
Q3 | $53K | Buy |
4,400
+500
| +13% | +$6.02K | 0.04% | 172 |
|
|
2017
Q2 | $44K | Sell |
3,900
-4,000
| -51% | -$45.1K | 0.03% | 184 |
|
|
2017
Q1 | $92K | Sell |
7,900
-543
| -6% | -$6.32K | 0.07% | 134 |
|
|
2016
Q4 | $102K | Buy |
+8,443
| New | +$102K | 0.08% | 115 |
|