Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-906
| Closed | -$38K | – | 199 |
|
|
2020
Q4 | $38K | Hold |
906
| – | – | 0.01% | 200 |
|
|
2020
Q3 | $27K | Hold |
906
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $23K | Hold |
906
| – | – | 0.01% | 220 |
|
|
2020
Q1 | $19K | Hold |
906
| – | – | 0.01% | 229 |
|
|
2019
Q4 | $33K | Hold |
906
| – | – | 0.01% | 199 |
|
|
2019
Q3 | $34K | Hold |
906
| – | – | 0.01% | 197 |
|
|
2019
Q2 | $35K | Hold |
906
| – | – | 0.02% | 192 |
|
|
2019
Q1 | $34K | Hold |
906
| – | – | 0.02% | 199 |
|
|
2018
Q4 | $30K | Hold |
906
| – | – | 0.01% | 204 |
|
|
2018
Q3 | $31K | Hold |
906
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $36K | Hold |
906
| – | – | 0.02% | 199 |
|
|
2018
Q1 | $33K | Hold |
906
| – | – | 0.02% | 214 |
|
|
2017
Q4 | $37K | Hold |
906
| – | – | 0.02% | 203 |
|
|
2017
Q3 | $37K | Sell |
906
-483
| -35% | -$19.7K | 0.02% | 197 |
|
|
2017
Q2 | $48K | Hold |
1,389
| – | – | 0.03% | 185 |
|
|
2017
Q1 | $49K | Buy |
+1,389
| New | +$49K | 0.04% | 166 |
|
|
2015
Q3 | – | Sell |
-320
| Closed | -$11K | – | 405 |
|
|
2015
Q2 | $11K | Hold |
320
| – | – | 0.01% | 262 |
|
|
2015
Q1 | $12K | Hold |
320
| – | – | 0.01% | 226 |
|
|
2014
Q4 | $11K | Buy |
+320
| New | +$11K | 0.01% | 225 |
|