Annex Advisory Services’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-51,330
Closed -$1.07M 127
2020
Q1
$1.07M Sell
51,330
-32,541
-39% -$676K 0.15% 66
2019
Q4
$3.07M Buy
83,871
+362
+0.4% +$13.3K 0.37% 30
2019
Q3
$3.13M Sell
83,509
-1,996
-2% -$74.8K 0.42% 30
2019
Q2
$3.29M Buy
85,505
+40,047
+88% +$1.54M 0.46% 25
2019
Q1
$1.69M Buy
45,458
+1,198
+3% +$44.4K 0.25% 47
2018
Q4
$1.48M Buy
44,260
+4,711
+12% +$158K 0.23% 56
2018
Q3
$1.33M Buy
39,549
+4,165
+12% +$140K 0.21% 61
2018
Q2
$1.39M Buy
35,384
+2,280
+7% +$89.8K 0.24% 56
2018
Q1
$1.2M Buy
33,104
+5,279
+19% +$192K 0.22% 57
2017
Q4
$1.14M Buy
27,825
+2,638
+10% +$108K 0.22% 54
2017
Q3
$1.02M Buy
25,187
+1,914
+8% +$77.3K 0.21% 54
2017
Q2
$813K Buy
23,273
+3,431
+17% +$120K 0.18% 58
2017
Q1
$702K Buy
+19,842
New +$702K 0.17% 60