B. Riley Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $292K | Buy |
18,141
+12,706
| +234% | +$204K | 0.34% | 26 |
|
2022
Q1 | $238K | Sell |
5,435
-3,188
| -37% | -$140K | 0.02% | 510 |
|
2021
Q4 | $506K | Sell |
8,623
-981
| -10% | -$57.6K | 0.04% | 350 |
|
2021
Q3 | $506K | Sell |
9,604
-1,136
| -11% | -$59.9K | 0.04% | 332 |
|
2021
Q2 | $635K | Buy |
10,740
+723
| +7% | +$42.7K | 0.07% | 198 |
|
2021
Q1 | $576K | Sell |
10,017
-3,108
| -24% | -$179K | 0.07% | 212 |
|
2020
Q4 | $547K | Buy |
13,125
+4,552
| +53% | +$190K | 0.07% | 194 |
|
2020
Q3 | $254K | Buy |
+8,573
| New | +$254K | 0.03% | 320 |
|
2020
Q2 | – | Sell |
-10,088
| Closed | -$210K | – | 477 |
|
2020
Q1 | $210K | Buy |
10,088
+1,519
| +18% | +$31.6K | 0.02% | 426 |
|
2019
Q4 | $314K | Buy |
8,569
+2,000
| +30% | +$73.3K | 0.05% | 285 |
|
2019
Q3 | $246K | Buy |
+6,569
| New | +$246K | 0.04% | 312 |
|
2019
Q2 | – | Sell |
-7,843
| Closed | -$291K | – | 407 |
|
2019
Q1 | $291K | Hold |
7,843
| – | – | 0.05% | 285 |
|
2018
Q4 | $263K | Buy |
+7,843
| New | +$263K | 0.06% | 268 |
|
2016
Q1 | $362K | Sell |
11,538
-2,599
| -18% | -$81.5K | 0.54% | 67 |
|
2015
Q4 | $480K | Buy |
+14,137
| New | +$480K | 0.61% | 48 |
|
2015
Q3 | – | Sell |
-7,242
| Closed | -$241K | – | 374 |
|
2015
Q2 | $241K | Buy |
7,242
+602
| +9% | +$20K | 0.19% | 149 |
|
2015
Q1 | $248K | Sell |
6,640
-1,998
| -23% | -$74.6K | 0.19% | 159 |
|
2014
Q4 | $301K | Sell |
8,638
-8,757
| -50% | -$305K | 0.25% | 107 |
|
2014
Q3 | $555K | Buy |
17,395
+1,104
| +7% | +$35.2K | 0.41% | 53 |
|
2014
Q2 | $591K | Sell |
16,291
-8,797
| -35% | -$319K | 0.38% | 52 |
|
2014
Q1 | $864K | Buy |
+25,088
| New | +$864K | 0.64% | 25 |
|