WealthSource Partners’s Ford F Stock Holding History

WealthSource Partners’s Portfolio F Stock Details F Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$174K	Sell	14,297 -222	-2%	-$2.71K	0.01%	482
2023 Q3	$180K	Sell	14,519 -1,588	-10%	-$19.7K	0.01%	470
2023 Q2	$244K	Sell	16,107 -1,888	-10%	-$28.6K	0.02%	448
2023 Q1	$227K	Sell	17,995 -761	-4%	-$9.59K	0.02%	455
2022 Q4	$218K	Sell	18,756 -2,766	-13%	-$32.2K	0.02%	455
2022 Q3	$241K	Buy	21,522 +338	+2%	+$3.79K	0.02%	426
2022 Q2	$236K	Sell	21,184 -25,910	-55%	-$289K	0.02%	450
2022 Q1	$796K	Buy	47,094 +29,877	+174%	+$505K	0.05%	253
2021 Q4	$358K	Buy	17,217 +1,021	+6%	+$21.2K	0.03%	381
2021 Q3	$229K	Buy	16,196 +442	+3%	+$6.25K	0.02%	455
2021 Q2	$234K	Buy	15,754 +1,036	+7%	+$15.4K	0.02%	413
2021 Q1	$180K	Sell	14,718 -1,459	-9%	-$17.8K	0.02%	418
2020 Q4	$142K	Sell	16,177 -8,800	-35%	-$77.2K	0.02%	368
2020 Q3	$166K	Sell	24,977 -3,845	-13%	-$25.6K	0.02%	341
2020 Q2	$175K	Sell	28,822 -39,234	-58%	-$238K	0.03%	319
2020 Q1	$329K	Buy	68,056 +55,247	+431%	+$267K	0.05%	222
2019 Q4	$119K	Sell	12,809 -12,723	-50%	-$118K	0.02%	407
2019 Q3	$234K	Buy	25,532 +3,354	+15%	+$30.7K	0.04%	371
2019 Q2	$227K	Sell	22,178 -19,436	-47%	-$199K	0.04%	395
2019 Q1	$365K	Sell	41,614 -8,907	-18%	-$78.1K	0.08%	223
2018 Q4	$386K	Buy	50,521 +23,564	+87%	+$180K	0.11%	180
2018 Q3	$249K	Buy	26,957 +16,647	+161%	+$154K	0.07%	249
2018 Q2	$114K	Sell	10,310 -3,518	-25%	-$38.9K	0.03%	295
2018 Q1	$153K	Buy	13,828 +1,105	+9%	+$12.2K	0.05%	272
2017 Q4	$159K	Sell	12,723 -1,019	-7%	-$12.7K	0.05%	291
2017 Q3	$164K	Sell	13,742 -2,535	-16%	-$30.3K	0.05%	280
2017 Q2	$182K	Sell	16,277 -20,801	-56%	-$233K	0.06%	270
2017 Q1	$432K	Buy	37,078 +2,528	+7%	+$29.5K	0.16%	140
2016 Q4	$419K	Buy	34,550 +503	+1%	+$6.1K	0.18%	119
2016 Q3	$411K	Sell	34,047 -1,242	-4%	-$15K	0.15%	141
2016 Q2	$444K	Sell	35,289 -469	-1%	-$5.9K	0.17%	127
2016 Q1	$483K	Buy	+35,758	New	+$483K	0.2%	103