Eads & Heald Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,850
| Closed | -$240K | – | 126 |
|
|
2017
Q4 | $240K | Sell |
5,850
-25
| -0.4% | -$1.03K | 0.14% | 119 |
|
|
2017
Q3 | $237K | Sell |
5,875
-35
| -0.6% | -$1.41K | 0.15% | 122 |
|
|
2017
Q2 | $206K | Buy |
5,910
+165
| +3% | +$5.75K | 0.13% | 125 |
|
|
2017
Q1 | $203K | Sell |
5,745
-180
| -3% | -$6.36K | 0.13% | 125 |
|
|
2016
Q4 | $206K | Buy |
+5,925
| New | +$206K | 0.14% | 123 |
|
|
2016
Q1 | – | Sell |
-5,960
| Closed | -$203K | – | 132 |
|
|
2015
Q4 | $203K | Sell |
5,960
-2,425
| -29% | -$82.6K | 0.14% | 128 |
|
|
2015
Q3 | $252K | Buy |
+8,385
| New | +$252K | 0.18% | 125 |
|