Transform Wealth’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-95,176
| Closed | -$1.18M | – | 246 |
|
2023
Q3 | $1.18M | Buy |
95,176
+1,649
| +2% | +$20.5K | 0.12% | 123 |
|
2023
Q2 | $1.42M | Sell |
93,527
-6,557
| -7% | -$99.2K | 0.13% | 119 |
|
2023
Q1 | $1.26M | Sell |
100,084
-255,560
| -72% | -$3.22M | 0.12% | 121 |
|
2022
Q4 | $4.14M | Sell |
355,644
-73,009
| -17% | -$849K | 0.46% | 68 |
|
2022
Q3 | $4.8M | Buy |
428,653
+418,323
| +4,050% | +$4.69M | 0.62% | 56 |
|
2022
Q2 | $115K | Buy |
+10,330
| New | +$115K | 0.02% | 196 |
|