Walled Lake Planning & Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,700
| Closed | -$38K | – | 171 |
|
|
2021
Q3 | $38K | Hold |
2,700
| – | – | 0.02% | 180 |
|
|
2021
Q2 | $40K | Buy |
2,700
+1,000
| +59% | +$14.8K | 0.03% | 163 |
|
|
2021
Q1 | $21K | Hold |
1,700
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $15K | Buy |
1,700
+400
| +31% | +$3.53K | 0.01% | 196 |
|
|
2020
Q3 | $9K | Hold |
1,300
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $8K | Hold |
1,300
| – | – | 0.01% | 214 |
|
|
2020
Q1 | $6K | Hold |
1,300
| – | – | 0.01% | 217 |
|
|
2019
Q4 | $12K | Buy |
+1,300
| New | +$12K | 0.01% | 187 |
|