CFM Wealth Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,704
| Closed | -$215K | – | 157 |
|
2022
Q3 | $215K | Sell |
6,704
-9,977
| -60% | -$320K | 0.07% | 145 |
|
2022
Q2 | $530K | Sell |
16,681
-4,655
| -22% | -$148K | 0.16% | 104 |
|
2022
Q1 | $933K | Sell |
21,336
-675
| -3% | -$29.5K | 0.22% | 80 |
|
2021
Q4 | $1.35M | Buy |
22,011
+3,090
| +16% | +$189K | 0.3% | 71 |
|
2021
Q3 | $997K | Buy |
18,921
+161
| +0.9% | +$8.48K | 0.25% | 79 |
|
2021
Q2 | $1.11M | Buy |
+18,760
| New | +$1.11M | 0.29% | 73 |
|
2020
Q3 | – | Sell |
-728
| Closed | -$18K | – | 272 |
|
2020
Q2 | $18K | Hold |
728
| – | – | 0.01% | 366 |
|
2020
Q1 | $15K | Hold |
728
| – | – | 0.01% | 396 |
|
2019
Q4 | $26K | Buy |
+728
| New | +$26K | 0.01% | 331 |
|