TFO Wealth Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,799
| Closed | -$23.9K | – | 286 |
|
|
2024
Q1 | $23.9K | Hold |
1,799
| – | – | ﹤0.01% | 75 |
|
|
2023
Q4 | $21.9K | Sell |
1,799
-30
| -2% | -$366 | ﹤0.01% | 79 |
|
|
2023
Q3 | $27.7K | Buy |
1,829
+30
| +2% | +$454 | 0.01% | 124 |
|
|
2023
Q2 | $27.2K | Hold |
1,799
| – | – | 0.01% | 114 |
|
|
2023
Q1 | $22.7K | Buy |
1,799
+1,795
| +44,875% | +$22.6K | 0.01% | 92 |
|
|
2022
Q4 | $151 | Buy |
+4
| New | +$151 | ﹤0.01% | 680 |
|
|
2022
Q3 | – | Sell |
-145
| Closed | -$2K | – | 258 |
|
|
2022
Q2 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 310 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$4K | – | 132 |
|
|
2021
Q4 | $4K | Sell |
200
-82
| -29% | -$1.64K | ﹤0.01% | 109 |
|
|
2021
Q3 | $4K | Buy |
+282
| New | +$4K | ﹤0.01% | 116 |
|
|
2021
Q1 | – | Sell |
-6,400
| Closed | -$56K | – | 168 |
|
|
2020
Q4 | $56K | Sell |
6,400
-3,600
| -36% | -$31.5K | 0.02% | 45 |
|
|
2020
Q3 | $67K | Sell |
10,000
-1,646
| -14% | -$11K | 0.03% | 44 |
|
|
2020
Q2 | $71K | Hold |
11,646
| – | – | 0.03% | 45 |
|
|
2020
Q1 | $56K | Hold |
11,646
| – | – | 0.02% | 55 |
|
|
2019
Q4 | $108K | Buy |
+11,646
| New | +$108K | 0.1% | 48 |
|