Evolution Wealth Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,542
| Closed | -$266 | – | 128 |
|
|
2021
Q4 | $266 | Hold |
4,542
| – | – | 0.04% | 104 |
|
|
2021
Q3 | $239K | Buy |
4,542
+1,845
| +68% | +$97.1K | 0.05% | 95 |
|
|
2021
Q2 | $160K | Hold |
2,697
| – | – | 0.03% | 136 |
|
|
2021
Q1 | $155K | Buy |
2,697
+390
| +17% | +$22.4K | 0.03% | 119 |
|
|
2020
Q4 | $96K | Sell |
2,307
-3,580
| -61% | -$149K | 0.02% | 136 |
|
|
2020
Q3 | $174K | Buy |
5,887
+1,400
| +31% | +$41.4K | 0.05% | 108 |
|
|
2020
Q2 | $114K | Buy |
4,487
+2,487
| +124% | +$63.2K | 0.04% | 107 |
|
|
2020
Q1 | $42K | Buy |
+2,000
| New | +$42K | 0.02% | 121 |
|
|
2019
Q4 | – | Sell |
-116
| Closed | -$4K | – | 648 |
|
|
2019
Q3 | $4K | Sell |
116
-96
| -45% | -$3.31K | ﹤0.01% | 313 |
|
|
2019
Q2 | $8K | Buy |
+212
| New | +$8K | ﹤0.01% | 199 |
|