Bridgeworth’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 |
-8,659
| Closed | -$317K | – | 127 |
|
2019
Q4 | $317K | Sell |
8,659
-1,695
| -16% | -$62.1K | 0.12% | 92 |
|
2019
Q3 | $388K | Buy |
+10,354
| New | +$388K | 0.15% | 81 |
|
2019
Q1 | – | Sell |
-13,842
| Closed | -$360K | – | 151 |
|
2018
Q4 | $360K | Buy |
13,842
+1,509
| +12% | +$39.2K | 0.21% | 68 |
|
2018
Q3 | $331K | Sell |
12,333
-19,169
| -61% | -$514K | 0.18% | 82 |
|
2018
Q2 | $676K | Buy |
31,502
+18,703
| +146% | +$401K | 0.29% | 53 |
|
2018
Q1 | $457K | Buy |
+12,799
| New | +$457K | 0.21% | 75 |
|
2017
Q3 | – | Sell |
-11,942
| Closed | -$420K | – | 86 |
|
2017
Q2 | $420K | Buy |
+11,942
| New | +$420K | 0.22% | 80 |
|