Wells Trecaso Financial Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,547
| Closed | -$165K | – | 94 |
|
|
2023
Q4 | $165K | Buy |
+13,547
| New | +$165K | 0.07% | 87 |
|
|
2023
Q3 | – | Sell |
-13,664
| Closed | -$207K | – | 89 |
|
|
2023
Q2 | $207K | Buy |
+13,664
| New | +$207K | 0.09% | 85 |
|
|
2022
Q1 | – | Sell |
-11,978
| Closed | -$249K | – | 91 |
|
|
2021
Q4 | $249K | Buy |
+11,978
| New | +$249K | 0.11% | 80 |
|
|
2021
Q1 | – | Sell |
-12,003
| Closed | -$106K | – | 80 |
|
|
2020
Q4 | $106K | Hold |
12,003
| – | – | 0.06% | 78 |
|
|
2020
Q3 | $80K | Buy |
+12,003
| New | +$80K | 0.05% | 67 |
|