Balboa Wealth 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
Q3 | – | Sell |
-6,251
| Closed | -$241K | – | 293 |
|
2023
Q2 | $241K | Buy |
6,251
+165
| +3% | +$6.36K | 0.08% | 197 |
|
2023
Q1 | $223K | Sell |
6,086
-1,189
| -16% | -$43.6K | 0.08% | 206 |
|
2022
Q4 | $245K | Sell |
7,275
-462
| -6% | -$15.5K | 0.11% | 188 |
|
2022
Q3 | $248K | Buy |
+7,737
| New | +$248K | 0.11% | 167 |
|