Cascade Investment Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$110K | – | 149 |
|
|
2023
Q1 | $110K | Buy |
+3,000
| New | +$110K | 0.09% | 116 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$95.3K | – | 148 |
|
|
2022
Q2 | $95.3K | Buy |
3,000
+400
| +15% | +$12.7K | 0.07% | 125 |
|
|
2022
Q1 | $114K | Hold |
2,600
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $152K | Hold |
2,600
| – | – | 0.09% | 123 |
|
|
2021
Q3 | $137K | Hold |
2,600
| – | – | 0.09% | 122 |
|
|
2021
Q2 | $154K | Hold |
2,600
| – | – | 0.1% | 119 |
|
|
2021
Q1 | $149K | Sell |
2,600
-400
| -13% | -$23K | 0.1% | 118 |
|
|
2020
Q4 | $125K | Sell |
3,000
-200
| -6% | -$8.33K | 0.09% | 122 |
|
|
2020
Q3 | $94.7K | Hold |
3,200
| – | – | 0.08% | 124 |
|
|
2020
Q2 | $81K | Sell |
3,200
-300
| -9% | -$7.59K | 0.08% | 125 |
|
|
2020
Q1 | $72.7K | Buy |
3,500
+500
| +17% | +$10.4K | 0.08% | 120 |
|
|
2019
Q4 | $110K | Hold |
3,000
| – | – | 0.08% | 120 |
|
|
2019
Q3 | $112K | Hold |
3,000
| – | – | 0.09% | 115 |
|
|
2019
Q2 | $116K | Hold |
3,000
| – | – | 0.1% | 113 |
|
|
2019
Q1 | $111K | Hold |
3,000
| – | – | 0.1% | 110 |
|
|
2018
Q4 | $100K | Buy |
+3,000
| New | +$100K | 0.1% | 110 |
|