Strategic Wealth Management Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $357K | Buy |
24,049
+848
| +4% | +$12.6K | 0.13% | 87 |
|
|
2021
Q1 | $284K | Sell |
23,201
-530
| -2% | -$6.49K | 0.11% | 109 |
|
|
2020
Q4 | $209K | Hold |
23,731
| – | – | 0.09% | 121 |
|
|
2020
Q3 | $158K | Hold |
23,731
| – | – | 0.08% | 115 |
|
|
2020
Q2 | $144K | Sell |
23,731
-1,410
| -6% | -$8.56K | 0.09% | 97 |
|
|
2020
Q1 | $121K | Buy |
25,141
+8,298
| +49% | +$39.9K | 0.09% | 83 |
|
|
2019
Q4 | $157K | Sell |
16,843
-212
| -1% | -$1.98K | 0.1% | 93 |
|
|
2019
Q3 | $156K | Buy |
17,055
+1,020
| +6% | +$9.33K | 0.11% | 84 |
|
|
2019
Q2 | $164K | Buy |
16,035
+2,119
| +15% | +$21.7K | 0.12% | 83 |
|
|
2019
Q1 | $122K | Sell |
13,916
-658
| -5% | -$5.77K | 0.1% | 81 |
|
|
2018
Q4 | $111K | Buy |
+14,574
| New | +$111K | 0.11% | 78 |
|