TrinityPoint Wealth’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $147K | Buy |
14,857
+2,765
| +23% | +$27.4K | 0.02% | 329 |
|
2024
Q3 | $128K | Buy |
12,092
+786
| +7% | +$8.3K | 0.02% | 324 |
|
2024
Q2 | $142K | Buy |
11,306
+169
| +2% | +$2.12K | 0.02% | 305 |
|
2024
Q1 | $148K | Buy |
11,137
+76
| +0.7% | +$1.01K | 0.02% | 303 |
|
2023
Q4 | $135K | Sell |
11,061
-2,838
| -20% | -$34.6K | 0.02% | 292 |
|
2023
Q3 | $173K | Sell |
13,899
-8,227
| -37% | -$102K | 0.03% | 279 |
|
2023
Q2 | $335K | Sell |
22,126
-7,717
| -26% | -$117K | 0.07% | 215 |
|
2023
Q1 | $376K | Sell |
29,843
-3,675
| -11% | -$46.3K | 0.08% | 198 |
|
2022
Q4 | $390K | Sell |
33,518
-3,946
| -11% | -$45.9K | 0.09% | 191 |
|
2022
Q3 | $420K | Sell |
37,464
-717
| -2% | -$8.04K | 0.1% | 173 |
|
2022
Q2 | $425K | Buy |
38,181
+69
| +0.2% | +$768 | 0.09% | 180 |
|
2022
Q1 | $644K | Buy |
38,112
+10,942
| +40% | +$185K | 0.12% | 148 |
|
2021
Q4 | $564K | Sell |
27,170
-1,042
| -4% | -$21.6K | 0.1% | 173 |
|
2021
Q3 | $399K | Buy |
+28,212
| New | +$399K | 0.08% | 207 |
|
2021
Q2 | – | Sell |
-7,220
| Closed | -$88K | – | 266 |
|
2021
Q1 | $88K | Buy |
+7,220
| New | +$88K | 0.02% | 239 |
|