V Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-26,124
| Closed | -$395K | – | 191 |
|
2023
Q2 | $395K | Sell |
26,124
-402
| -2% | -$6.08K | 0.07% | 229 |
|
2023
Q1 | $334K | Buy |
26,526
+696
| +3% | +$8.77K | 0.06% | 264 |
|
2022
Q4 | $300K | Buy |
25,830
+1,186
| +5% | +$13.8K | 0.06% | 279 |
|
2022
Q3 | $276K | Sell |
24,644
-730
| -3% | -$8.18K | 0.06% | 298 |
|
2022
Q2 | $282K | Buy |
25,374
+7,726
| +44% | +$85.9K | 0.05% | 321 |
|
2022
Q1 | $299K | Buy |
17,648
+2,515
| +17% | +$42.6K | 0.05% | 347 |
|
2021
Q4 | $314K | Sell |
15,133
-473
| -3% | -$9.81K | 0.05% | 351 |
|
2021
Q3 | $221K | Buy |
15,606
+1,518
| +11% | +$21.5K | 0.03% | 412 |
|
2021
Q2 | $208K | Buy |
14,088
+1,073
| +8% | +$15.8K | 0.03% | 447 |
|
2021
Q1 | $159K | Buy |
+13,015
| New | +$159K | 0.03% | 412 |
|
2020
Q2 | – | Sell |
-11,161
| Closed | -$54K | – | 355 |
|
2020
Q1 | $54K | Buy |
+11,161
| New | +$54K | 0.02% | 309 |
|
2017
Q3 | – | Sell |
-9,994
| Closed | -$112K | – | 369 |
|
2017
Q2 | $112K | Sell |
9,994
-1,706
| -15% | -$19.1K | 0.05% | 229 |
|
2017
Q1 | $134K | Buy |
+11,700
| New | +$134K | 0.08% | 175 |
|