WR Wealth Planners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.99K | Sell |
706
-1,059
| -60% | -$10.5K | ﹤0.01% | 638 |
|
|
2024
Q3 | $18.6K | Sell |
1,765
-570
| -24% | -$6.02K | 0.01% | 502 |
|
|
2024
Q2 | $29.3K | Sell |
2,335
-231
| -9% | -$2.9K | 0.01% | 396 |
|
|
2024
Q1 | $34.1K | Buy |
+2,566
| New | +$34.1K | 0.01% | 379 |
|
|
2023
Q4 | – | Sell |
-2,115
| Closed | -$26.3K | – | 410 |
|
|
2023
Q3 | $26.3K | Sell |
2,115
-236
| -10% | -$2.93K | 0.01% | 394 |
|
|
2023
Q2 | $35.6K | Buy |
2,351
+132
| +6% | +$2K | 0.01% | 363 |
|
|
2023
Q1 | $28K | Buy |
2,219
+860
| +63% | +$10.8K | 0.01% | 385 |
|
|
2022
Q4 | $15.8K | Hold |
1,359
| – | – | 0.01% | 230 |
|
|
2022
Q3 | $15.2K | Buy |
1,359
+23
| +2% | +$258 | 0.01% | 225 |
|
|
2022
Q2 | $14.9K | Buy |
1,336
+36
| +3% | +$401 | 0.01% | 251 |
|
|
2022
Q1 | $22K | Buy |
+1,300
| New | +$22K | 0.01% | 223 |
|