WWA
WCG Wealth Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,135
| Closed | -$297K | – | 300 |
|
|
2024
Q3 | $297K | Sell |
28,135
-1,130
| -4% | -$11.9K | 0.02% | 299 |
|
|
2024
Q2 | $367K | Buy |
29,265
+236
| +0.8% | +$2.96K | 0.03% | 259 |
|
|
2024
Q1 | $386K | Sell |
29,029
-136,931
| -83% | -$1.82M | 0.03% | 233 |
|
|
2023
Q4 | $2.02M | Sell |
165,960
-3,159
| -2% | -$38.5K | 0.15% | 136 |
|
|
2023
Q3 | $2.1M | Buy |
169,119
+36,978
| +28% | +$460K | 0.15% | 131 |
|
|
2023
Q2 | $2M | Buy |
132,141
+1,282
| +1% | +$19.4K | 0.23% | 81 |
|
|
2023
Q1 | $1.65M | Sell |
130,859
-3,466
| -3% | -$43.7K | 0.21% | 87 |
|
|
2022
Q4 | $1.56M | Buy |
134,325
+1,145
| +0.9% | +$13.3K | 0.21% | 86 |
|
|
2022
Q3 | $1.51M | Buy |
133,180
+18,196
| +16% | +$206K | 0.2% | 97 |
|
|
2022
Q2 | $1.28M | Buy |
+114,984
| New | +$1.28M | 0.18% | 100 |
|