Berman Capital Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $513K | Sell |
9,768
-1,464
| -13% | -$76.9K | 0.08% | 129 |
|
|
2021
Q2 | $663K | Sell |
11,232
-574
| -5% | -$33.9K | 0.11% | 94 |
|
|
2021
Q1 | $677K | Buy |
11,806
+913
| +8% | +$52.4K | 0.14% | 74 |
|
|
2020
Q4 | $452K | Buy |
10,893
+181
| +2% | +$7.51K | 0.11% | 93 |
|
|
2020
Q3 | $316K | Buy |
10,712
+413
| +4% | +$12.2K | 0.09% | 96 |
|
|
2020
Q2 | $260K | Sell |
10,299
-2,979
| -22% | -$75.2K | 0.07% | 119 |
|
|
2020
Q1 | $274K | Buy |
13,278
+2,442
| +23% | +$50.4K | 0.09% | 92 |
|
|
2019
Q4 | $395K | Sell |
10,836
-415
| -4% | -$15.1K | 0.11% | 84 |
|
|
2019
Q3 | $420K | Buy |
11,251
+281
| +3% | +$10.5K | 0.13% | 78 |
|
|
2019
Q2 | $424K | Buy |
10,970
+363
| +3% | +$14K | 0.13% | 74 |
|
|
2019
Q1 | $393K | Buy |
10,607
+3,860
| +57% | +$143K | 0.13% | 76 |
|
|
2018
Q4 | $224K | Buy |
+6,747
| New | +$224K | 0.09% | 95 |
|
|
2018
Q3 | – | Sell |
-5,331
| Closed | -$214K | – | 113 |
|
|
2018
Q2 | $214K | Buy |
+5,331
| New | +$214K | 0.07% | 106 |
|