Creative Planning’s General Motors Company GM.WS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,974
| Closed | -$69K | – | 4175 |
|
|
2017
Q2 | $69K | Sell |
3,974
-22
| -0.6% | -$382 | ﹤0.01% | 2255 |
|
|
2017
Q1 | $71K | Sell |
3,996
-66
| -2% | -$1.17K | ﹤0.01% | 2188 |
|
|
2016
Q4 | $70K | Sell |
4,062
-168
| -4% | -$2.9K | ﹤0.01% | 2110 |
|
|
2016
Q3 | $59K | Buy |
4,230
+674
| +19% | +$9.4K | ﹤0.01% | 2218 |
|
|
2016
Q2 | $37K | Buy |
3,556
+132
| +4% | +$1.37K | ﹤0.01% | 2338 |
|
|
2016
Q1 | $47K | Sell |
3,424
-88
| -3% | -$1.21K | ﹤0.01% | 2137 |
|
|
2015
Q4 | $57K | Buy |
3,512
+371
| +12% | +$6.02K | ﹤0.01% | 2001 |
|
|
2015
Q3 | $42K | Buy |
+3,141
| New | +$42K | ﹤0.01% | 2152 |
|
|
2015
Q2 | – | Sell |
-3,254
| Closed | -$64K | – | 3381 |
|
|
2015
Q1 | $64K | Sell |
3,254
-161
| -5% | -$3.17K | ﹤0.01% | 1839 |
|
|
2014
Q4 | $58K | Buy |
3,415
+261
| +8% | +$4.43K | ﹤0.01% | 1892 |
|
|
2014
Q3 | $46K | Buy |
3,154
+21
| +0.7% | +$306 | ﹤0.01% | 1964 |
|
|
2014
Q2 | $58K | Buy |
3,133
+68
| +2% | +$1.26K | ﹤0.01% | 1770 |
|
|
2014
Q1 | $53K | Sell |
3,065
-330
| -10% | -$5.71K | ﹤0.01% | 1762 |
|
|
2013
Q4 | $78K | Buy |
3,395
+219
| +7% | +$5.03K | ﹤0.01% | 1340 |
|
|
2013
Q3 | $59K | Sell |
3,176
-700
| -18% | -$13K | ﹤0.01% | 1417 |
|
|
2013
Q2 | $63K | Buy |
+3,876
| New | +$63K | ﹤0.01% | 1257 |
|