Cedar Brook Financial Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,576
| Closed | -$215K | – | 392 |
|
|
2023
Q2 | $215K | Sell |
5,576
-1,347
| -19% | -$51.9K | 0.05% | 366 |
|
|
2023
Q1 | $254K | Buy |
6,923
+367
| +6% | +$13.5K | 0.07% | 300 |
|
|
2022
Q4 | $221K | Buy |
6,556
+198
| +3% | +$6.66K | 0.06% | 330 |
|
|
2022
Q3 | $204K | Buy |
+6,358
| New | +$204K | 0.07% | 325 |
|
|
2022
Q2 | – | Sell |
-7,020
| Closed | -$307K | – | 367 |
|
|
2022
Q1 | $307K | Buy |
7,020
+1,988
| +40% | +$86.9K | 0.08% | 277 |
|
|
2021
Q4 | $295K | Buy |
5,032
+1,212
| +32% | +$71.1K | 0.08% | 282 |
|
|
2021
Q3 | $201K | Sell |
3,820
-1,467
| -28% | -$77.2K | 0.06% | 332 |
|
|
2021
Q2 | $313K | Sell |
5,287
-47
| -0.9% | -$2.78K | 0.09% | 259 |
|
|
2021
Q1 | $307K | Sell |
5,334
-1,409
| -21% | -$81.1K | 0.11% | 217 |
|
|
2020
Q4 | $281K | Buy |
+6,743
| New | +$281K | 0.1% | 228 |
|
|
2019
Q2 | – | Sell |
-6,827
| Closed | -$253K | – | 301 |
|
|
2019
Q1 | $253K | Buy |
6,827
+276
| +4% | +$10.2K | 0.12% | 223 |
|
|
2018
Q4 | $219K | Buy |
+6,551
| New | +$219K | 0.13% | 210 |
|