Charter Oak Capital Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,800
| Closed | -$598K | – | 433 |
|
|
2022
Q2 | $598K | Buy |
9,800
+8,999
| +1,123% | +$549K | 0.08% | 99 |
|
|
2022
Q1 | $35K | Buy |
801
+40
| +5% | +$1.75K | ﹤0.01% | 411 |
|
|
2021
Q4 | $45K | Hold |
761
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $40K | Buy |
761
+204
| +37% | +$10.7K | 0.01% | 354 |
|
|
2021
Q2 | $33K | Hold |
557
| – | – | ﹤0.01% | 374 |
|
|
2021
Q1 | $32K | Buy |
557
+5
| +0.9% | +$287 | ﹤0.01% | 374 |
|
|
2020
Q4 | $23K | Buy |
+552
| New | +$23K | ﹤0.01% | 391 |
|