Cladis Investment Advisory’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,498
| Closed | -$348K | – | 138 |
|
2024
Q2 | $348K | Hold |
7,498
| – | – | 0.25% | 98 |
|
2024
Q1 | $340K | Buy |
7,498
+300
| +4% | +$13.6K | 0.25% | 100 |
|
2023
Q4 | $259K | Sell |
7,198
-200
| -3% | -$7.18K | 0.2% | 109 |
|
2023
Q3 | $244K | Sell |
7,398
-800
| -10% | -$26.4K | 0.21% | 105 |
|
2023
Q2 | $316K | Sell |
8,198
-1,000
| -11% | -$38.6K | 0.27% | 99 |
|
2023
Q1 | $337K | Sell |
9,198
-1,083
| -11% | -$39.7K | 0.3% | 93 |
|
2022
Q4 | $346K | Sell |
10,281
-3,097
| -23% | -$104K | 0.34% | 84 |
|
2022
Q3 | $429K | Sell |
13,378
-200
| -1% | -$6.42K | 0.46% | 71 |
|
2022
Q2 | $431K | Sell |
13,578
-180
| -1% | -$5.72K | 0.43% | 78 |
|
2022
Q1 | $602K | Hold |
13,758
| – | – | 0.49% | 68 |
|
2021
Q4 | $807K | Buy |
+13,758
| New | +$807K | 0.65% | 49 |
|