CFA
Camarda Financial Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-44,917
| Closed | -$1.64M | – | 33 |
|
|
2019
Q4 | $1.64M | Sell |
44,917
-6,365
| -12% | -$233K | 3.49% | 6 |
|
|
2019
Q3 | $1.92M | Sell |
51,282
-727
| -1% | -$27.2K | 4.48% | 7 |
|
|
2019
Q2 | $2M | Sell |
52,009
-7,674
| -13% | -$296K | 3.93% | 4 |
|
|
2019
Q1 | $2.21M | Buy |
59,683
+786
| +1% | +$29.2K | 4.23% | 6 |
|
|
2018
Q4 | $1.97M | Buy |
58,897
+54,809
| +1,341% | +$1.83M | 2.34% | 9 |
|
|
2018
Q3 | $138K | Buy |
4,088
+3,453
| +544% | +$117K | 0.16% | 74 |
|
|
2018
Q2 | $25K | Hold |
635
| – | – | 0.03% | 140 |
|
|
2018
Q1 | $23K | Hold |
635
| – | – | 0.02% | 128 |
|
|
2017
Q4 | $26K | Hold |
635
| – | – | 0.03% | 129 |
|
|
2017
Q3 | $26K | Hold |
635
| – | – | 0.03% | 133 |
|
|
2017
Q2 | $22K | Buy |
635
+604
| +1,948% | +$20.9K | 0.02% | 140 |
|
|
2017
Q1 | $1K | Sell |
31
-250
| -89% | -$8.07K | ﹤0.01% | 167 |
|
|
2016
Q4 | $10K | Sell |
281
-100
| -26% | -$3.56K | 0.01% | 182 |
|
|
2016
Q3 | $12K | Sell |
381
-31
| -8% | -$976 | 0.01% | 166 |
|
|
2016
Q2 | $12K | Hold |
412
| – | – | 0.01% | 205 |
|
|
2016
Q1 | $13K | Buy |
412
+162
| +65% | +$5.11K | 0.01% | 189 |
|
|
2015
Q4 | $9K | Hold |
250
| – | – | 0.01% | 202 |
|
|
2015
Q3 | $8K | Buy |
+250
| New | +$8K | 0.01% | 146 |
|