AOWM
Alpha Omega Wealth Management’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,332
| Closed | -$315K | – | 229 |
|
|
2021
Q2 | $315K | Hold |
5,332
| – | – | 0.05% | 184 |
|
|
2021
Q1 | $306K | Hold |
5,332
| – | – | 0.05% | 180 |
|
|
2020
Q4 | $222K | Buy |
+5,332
| New | +$222K | 0.04% | 197 |
|
|
2020
Q1 | – | Sell |
-7,450
| Closed | -$273K | – | 205 |
|
|
2019
Q4 | $273K | Sell |
7,450
-300
| -4% | -$11K | 0.04% | 179 |
|
|
2019
Q3 | $300K | Buy |
7,750
+7,550
| +3,775% | +$292K | 0.05% | 171 |
|
|
2019
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 460 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$1K | – | 477 |
|
|
2018
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 464 |
|
|
2018
Q2 | $1K | Sell |
23
-115
| -83% | -$5K | ﹤0.01% | 476 |
|
|
2018
Q1 | $5K | Buy |
138
+115
| +500% | +$4.17K | ﹤0.01% | 403 |
|
|
2017
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 450 |
|
|
2017
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 453 |
|
|
2017
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 440 |
|
|
2017
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 453 |
|
|
2016
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 435 |
|
|
2016
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 208 |
|
|
2016
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 215 |
|
|
2016
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 216 |
|
|
2015
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 207 |
|