Equitable Trust’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,300
| Closed | -$277K | – | 318 |
|
|
2020
Q1 | $277K | Sell |
13,300
-4,900
| -27% | -$102K | 0.03% | 262 |
|
|
2019
Q4 | $666K | Sell |
18,200
-65
| -0.4% | -$2.38K | 0.07% | 178 |
|
|
2019
Q3 | $684K | Buy |
18,265
+901
| +5% | +$33.7K | 0.07% | 172 |
|
|
2019
Q2 | $669K | Buy |
17,364
+14
| +0.1% | +$539 | 0.07% | 172 |
|
|
2019
Q1 | $644K | Buy |
17,350
+300
| +2% | +$11.1K | 0.07% | 178 |
|
|
2018
Q4 | $571K | Buy |
17,050
+650
| +4% | +$21.8K | 0.08% | 174 |
|
|
2018
Q3 | $552K | Buy |
+16,400
| New | +$552K | 0.06% | 191 |
|