Broadview Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-7,500
| Closed | -$303K | – | 107 |
|
2017
Q3 | $303K | Sell |
7,500
-9,750
| -57% | -$394K | 0.04% | 97 |
|
2017
Q2 | $603K | Sell |
17,250
-12,850
| -43% | -$449K | 0.09% | 88 |
|
2017
Q1 | $1.06M | Sell |
30,100
-150
| -0.5% | -$5.3K | 0.15% | 86 |
|
2016
Q4 | $1.05M | Buy |
30,250
+1,200
| +4% | +$41.8K | 0.14% | 81 |
|
2016
Q3 | $923K | Hold |
29,050
| – | – | 0.13% | 80 |
|
2016
Q2 | $822K | Hold |
29,050
| – | – | 0.12% | 83 |
|
2016
Q1 | $913K | Sell |
29,050
-14,700
| -34% | -$462K | 0.13% | 79 |
|
2015
Q4 | $1.49M | Buy |
43,750
+9,750
| +29% | +$332K | 0.21% | 77 |
|
2015
Q3 | $1.02M | Hold |
34,000
| – | – | 0.14% | 74 |
|
2015
Q2 | $1.13M | Buy |
+34,000
| New | +$1.13M | 0.12% | 86 |
|
2014
Q2 | – | Sell |
-22,600
| Closed | -$778K | – | 99 |
|
2014
Q1 | $778K | Buy |
+22,600
| New | +$778K | 0.08% | 93 |
|