SFP
F icon

Sweet Financial Partners’s Ford F Stock Holding History

Sweet Financial Partners’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$125K Sell
11,810
-85
-0.7% -$973 0.03% 195
2024
Q2 		$149K Sell
11,895
-956
-7% -$11.8K 0.03% 188
2024
Q1 		$171K Buy
12,851
+13
+0.1% +$158 0.04% 193
2023
Q4 		$156K Buy
12,838
+15
+0.1% +$167 0.04% 179
2023
Q3 		$159K Buy
12,823
+14
+0.1% +$182 0.04% 170
2023
Q2 		$194K Buy
+12,809
New +$162K 0.05% 175
2023
Q1 		– Sell
-14,242
Closed -$166K – 174
2022
Q4 		$166K Buy
14,242
+329
+2% +$4.23K 0.05% 163
2022
Q3 		$156K Buy
13,913
+410
+3% +$5.74K 0.05% 162
2022
Q2 		$150K Buy
+13,503
New +$185K 0.05% 164

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