WESPAC Advisors’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 |
-10,802
| Closed | -$132K | – | 174 |
|
2023
Q4 | $132K | Sell |
10,802
-594
| -5% | -$7.24K | 0.09% | 149 |
|
2023
Q3 | $142K | Hold |
11,396
| – | – | 0.11% | 140 |
|
2023
Q2 | $172K | Buy |
+11,396
| New | +$172K | 0.14% | 121 |
|
2022
Q1 | – | Sell |
-23,848
| Closed | -$495K | – | 115 |
|
2021
Q4 | $495K | Buy |
23,848
+2,889
| +14% | +$60K | 0.33% | 99 |
|
2021
Q3 | $297K | Buy |
+20,959
| New | +$297K | 0.18% | 135 |
|