Bell & Brown 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-50,614
| Closed | -$1.77M | – | 74 |
|
2019
Q4 | $1.77M | Sell |
50,614
-1,526
| -3% | -$53.4K | 1.32% | 30 |
|
2019
Q3 | $1.89M | Sell |
52,140
-211
| -0.4% | -$7.65K | 1.55% | 26 |
|
2019
Q2 | $2.02M | Buy |
52,351
+640
| +1% | +$24.7K | 1.78% | 22 |
|
2019
Q1 | $1.92M | Sell |
51,711
-1,127
| -2% | -$41.8K | 1.75% | 22 |
|
2018
Q4 | $1.77M | Sell |
52,838
-626
| -1% | -$20.9K | 1.89% | 21 |
|
2018
Q3 | $1.96M | Buy |
53,464
+3,851
| +8% | +$141K | 1.82% | 19 |
|
2018
Q2 | $1.96M | Buy |
49,613
+1,740
| +4% | +$68.6K | 1.93% | 13 |
|
2018
Q1 | $1.76M | Buy |
47,873
+680
| +1% | +$25K | 1.85% | 12 |
|
2017
Q4 | $1.93M | Buy |
+47,193
| New | +$1.93M | 2% | 10 |
|