DAS
Dynamic Advisor Solutions’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,832
| Closed | -$665K | – | 713 |
|
|
2024
Q3 | $665K | Buy |
14,832
+314
| +2% | +$14.1K | 0.02% | 555 |
|
|
2024
Q2 | $674K | Buy |
14,518
+9,240
| +175% | +$429K | 0.02% | 554 |
|
|
2024
Q1 | $239K | Buy |
+5,278
| New | +$239K | 0.01% | 815 |
|
|
2023
Q1 | – | Sell |
-6,044
| Closed | -$203K | – | 770 |
|
|
2022
Q4 | $203K | Sell |
6,044
-898
| -13% | -$30.2K | 0.01% | 663 |
|
|
2022
Q3 | $223K | Buy |
6,942
+603
| +10% | +$19.4K | 0.02% | 605 |
|
|
2022
Q2 | $201K | Sell |
6,339
-637
| -9% | -$20.2K | 0.02% | 650 |
|
|
2022
Q1 | $305K | Buy |
6,976
+2,831
| +68% | +$124K | 0.02% | 550 |
|
|
2021
Q4 | $243K | Buy |
4,145
+113
| +3% | +$6.63K | 0.02% | 632 |
|
|
2021
Q3 | $213K | Sell |
4,032
-347
| -8% | -$18.3K | 0.02% | 678 |
|
|
2021
Q2 | $259K | Buy |
4,379
+318
| +8% | +$18.8K | 0.02% | 592 |
|
|
2021
Q1 | $233K | Buy |
+4,061
| New | +$233K | 0.02% | 574 |
|
|
2018
Q4 | – | Sell |
-46,714
| Closed | -$1.57M | – | 412 |
|
|
2018
Q3 | $1.57M | Sell |
46,714
-167
| -0.4% | -$5.62K | 0.33% | 97 |
|
|
2018
Q2 | $1.85M | Sell |
46,881
-1,803
| -4% | -$71.1K | 0.42% | 69 |
|
|
2018
Q1 | $1.77M | Sell |
48,684
-1,325
| -3% | -$48.1K | 0.45% | 68 |
|
|
2017
Q4 | $2.05M | Sell |
50,009
-2,358
| -5% | -$96.7K | 0.67% | 41 |
|
|
2017
Q3 | $2.12M | Sell |
52,367
-2,649
| -5% | -$107K | 0.84% | 31 |
|
|
2017
Q2 | $1.92M | Sell |
55,016
-1,215
| -2% | -$42.4K | 0.74% | 35 |
|
|
2017
Q1 | $1.99M | Sell |
56,231
-46,871
| -45% | -$1.66M | 0.77% | 33 |
|
|
2016
Q4 | $3.59M | Buy |
103,102
+43,457
| +73% | +$1.51M | 1.43% | 17 |
|
|
2016
Q3 | $1.9M | Buy |
+59,645
| New | +$1.9M | 0.72% | 35 |
|
|
2014
Q2 | – | Sell |
-5,988
| Closed | -$206K | – | 211 |
|
|
2014
Q1 | $206K | Buy |
5,988
+51
| +0.9% | +$1.76K | 0.14% | 181 |
|
|
2013
Q4 | $243K | Buy |
+5,937
| New | +$243K | 0.18% | 169 |
|