Edge Wealth Management’s General Motors GM Stock Holding History

Edge Wealth Management’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-619	Closed	-$36K	–	240
2021 Q4	$36K	Buy	619 +531	+603%	+$30.9K	0.01%	198
2021 Q3	$5K	Buy	+88	New	+$5K	﹤0.01%	347
2021 Q1	–	Sell	-1,016	Closed	-$42K	–	440
2020 Q4	$42K	Buy	1,016 +1,000	+6,250%	+$41.3K	0.01%	199
2020 Q3	$1K	Sell	16 -304	-95%	-$19K	﹤0.01%	400
2020 Q2	$8K	Hold	320	–	–	﹤0.01%	488
2020 Q1	$7K	Sell	320 -40	-11%	-$875	﹤0.01%	429
2019 Q4	$13K	Hold	360	–	–	﹤0.01%	390
2019 Q3	$13K	Sell	360 -28,366	-99%	-$1.02M	﹤0.01%	376
2019 Q2	$1.11M	Buy	28,726 +11	+0%	+$425	0.25%	64
2019 Q1	$1.07M	Hold	28,715	–	–	0.26%	63
2018 Q4	$961K	Buy	28,715 +150	+0.5%	+$5.02K	0.27%	55
2018 Q3	$962K	Buy	28,565 +1	+0%	+$34	0.23%	66
2018 Q2	$1.13M	Buy	28,564 +150	+0.5%	+$5.91K	0.29%	53
2018 Q1	$1.03M	Buy	28,414 +1	+0%	+$36	0.27%	60
2017 Q4	$1.17M	Hold	28,413	–	–	0.33%	51
2017 Q3	$1.15M	Hold	28,413	–	–	0.35%	45
2017 Q2	$995K	Buy	28,413 +1	+0%	+$35	0.31%	52
2017 Q1	$1.01M	Sell	28,412 -32	-0.1%	-$1.13K	0.35%	46
2016 Q4	$989K	Sell	28,444 -54	-0.2%	-$1.88K	0.37%	51
2016 Q3	$905K	Buy	28,498 +10	+0%	+$318	0.38%	50
2016 Q2	$806K	Hold	28,488	–	–	0.34%	53
2016 Q1	$895K	Sell	28,488 -83,562	-75%	-$2.63M	0.41%	46
2015 Q4	$3.83M	Sell	112,050 -189,190	-63%	-$6.47M	1.45%	27
2015 Q3	$8.9M	Buy	301,240 +217,218	+259%	+$6.41M	3.35%	9
2015 Q2	$2.8M	Buy	84,022 +22,760	+37%	+$757K	0.96%	32
2015 Q1	$2.31M	Sell	61,262 -9,666	-14%	-$364K	0.77%	36
2014 Q4	$2.48M	Buy	70,928 +70,869	+120,117%	+$2.48M	0.91%	28
2014 Q3	$2K	Hold	59	–	–	﹤0.01%	376
2014 Q2	$2K	Hold	59	–	–	﹤0.01%	353
2014 Q1	$2K	Sell	59 -1,450	-96%	-$49.2K	﹤0.01%	364
2013 Q4	$62K	Buy	1,509 +8	+0.5%	+$329	0.03%	153
2013 Q3	$54K	Hold	1,501	–	–	0.03%	142
2013 Q2	$50K	Buy	+1,501	New	+$50K	0.03%	130