Avantax Planning Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,905
| Closed | -$217K | – | 377 |
|
|
2023
Q1 | $217K | Buy |
+5,905
| New | +$217K | 0.01% | 345 |
|
|
2022
Q1 | – | Sell |
-3,967
| Closed | -$233K | – | 370 |
|
|
2021
Q4 | $233K | Buy |
3,967
+57
| +1% | +$3.35K | 0.01% | 311 |
|
|
2021
Q3 | $206K | Buy |
3,910
+6
| +0.2% | +$316 | 0.01% | 313 |
|
|
2021
Q2 | $231K | Buy |
+3,904
| New | +$231K | 0.01% | 290 |
|
|
2018
Q4 | – | Sell |
-4,066
| Closed | -$137K | – | 634 |
|
|
2018
Q3 | $137K | Buy |
+4,066
| New | +$137K | 0.01% | 286 |
|
|
2018
Q2 | – | Sell |
-3,436
| Closed | -$124K | – | 698 |
|
|
2018
Q1 | $124K | Buy |
+3,436
| New | +$124K | 0.01% | 370 |
|