Sweet Financial Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $125K | Sell |
11,810
-85
| -0.7% | -$898 | 0.03% | 195 |
|
|
2024
Q2 | $149K | Sell |
11,895
-956
| -7% | -$12K | 0.03% | 188 |
|
|
2024
Q1 | $171K | Buy |
12,851
+13
| +0.1% | +$173 | 0.04% | 193 |
|
|
2023
Q4 | $156K | Buy |
12,838
+15
| +0.1% | +$183 | 0.04% | 179 |
|
|
2023
Q3 | $159K | Buy |
12,823
+14
| +0.1% | +$174 | 0.04% | 170 |
|
|
2023
Q2 | $194K | Buy |
+12,809
| New | +$194K | 0.05% | 173 |
|
|
2023
Q1 | – | Sell |
-14,242
| Closed | -$166K | – | 174 |
|
|
2022
Q4 | $166K | Buy |
14,242
+329
| +2% | +$3.83K | 0.05% | 163 |
|
|
2022
Q3 | $156K | Buy |
13,913
+410
| +3% | +$4.6K | 0.05% | 162 |
|
|
2022
Q2 | $150K | Buy |
+13,503
| New | +$150K | 0.05% | 164 |
|