Alta Wealth Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,324
| Closed | -$340K | – | 130 |
|
|
2023
Q3 | $340K | Sell |
10,324
-1,977
| -16% | -$65.2K | 0.21% | 103 |
|
|
2023
Q2 | $474K | Sell |
12,301
-40
| -0.3% | -$1.54K | 0.28% | 96 |
|
|
2023
Q1 | $453K | Sell |
12,341
-963
| -7% | -$35.3K | 0.29% | 96 |
|
|
2022
Q4 | $448K | Sell |
13,304
-1,437
| -10% | -$48.3K | 0.3% | 101 |
|
|
2022
Q3 | $473K | Hold |
14,741
| – | – | 0.34% | 92 |
|
|
2022
Q2 | $471K | Sell |
14,741
-2,270
| -13% | -$72.5K | 0.33% | 92 |
|
|
2022
Q1 | $744K | Hold |
17,011
| – | – | 0.44% | 65 |
|
|
2021
Q4 | $997K | Buy |
17,011
+850
| +5% | +$49.8K | 0.61% | 51 |
|
|
2021
Q3 | $852K | Sell |
16,161
-46
| -0.3% | -$2.43K | 0.62% | 52 |
|
|
2021
Q2 | $959K | Buy |
16,207
+40
| +0.2% | +$2.37K | 0.7% | 47 |
|
|
2021
Q1 | $929K | Hold |
16,167
| – | – | 0.78% | 43 |
|
|
2020
Q4 | $673K | Buy |
+16,167
| New | +$673K | 0.57% | 60 |
|