Financial Architects (New Jersey)’s General Motors GM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-131
| Closed | -$3K | – | 455 |
|
2020
Q2 | $3K | Hold |
131
| – | – | ﹤0.01% | 772 |
|
2020
Q1 | $3K | Sell |
131
-3,190
| -96% | -$73.1K | ﹤0.01% | 749 |
|
2019
Q4 | $122K | Buy |
3,321
+1,606
| +94% | +$59K | 0.03% | 305 |
|
2019
Q3 | $64K | Buy |
1,715
+66
| +4% | +$2.46K | 0.01% | 389 |
|
2019
Q2 | $64K | Sell |
1,649
-6,217
| -79% | -$241K | 0.01% | 404 |
|
2019
Q1 | $292K | Sell |
7,866
-4,942
| -39% | -$183K | 0.05% | 230 |
|
2018
Q4 | $428K | Buy |
12,808
+3,995
| +45% | +$133K | 0.08% | 157 |
|
2018
Q3 | $297K | Buy |
8,813
+881
| +11% | +$29.7K | 0.05% | 217 |
|
2018
Q2 | $312K | Sell |
7,932
-701
| -8% | -$27.6K | 0.06% | 217 |
|
2018
Q1 | $313K | Sell |
8,633
-501
| -5% | -$18.2K | 0.06% | 204 |
|
2017
Q4 | $374K | Sell |
9,134
-864
| -9% | -$35.4K | 0.06% | 189 |
|
2017
Q3 | $404K | Sell |
9,998
-1,226
| -11% | -$49.5K | 0.07% | 174 |
|
2017
Q2 | $392K | Buy |
11,224
+108
| +1% | +$3.77K | 0.07% | 171 |
|
2017
Q1 | $393K | Buy |
11,116
+1,556
| +16% | +$55K | 0.07% | 169 |
|
2016
Q4 | $333K | Buy |
9,560
+6,978
| +270% | +$243K | 0.08% | 179 |
|
2016
Q3 | $82K | Buy |
2,582
+373
| +17% | +$11.8K | 0.02% | 429 |
|
2016
Q2 | $62K | Buy |
2,209
+1,234
| +127% | +$34.6K | 0.02% | 487 |
|
2016
Q1 | $31K | Buy |
+975
| New | +$31K | 0.01% | 483 |
|
2015
Q3 | – | Sell |
-146
| Closed | -$5K | – | 477 |
|
2015
Q2 | $5K | Hold |
146
| – | – | ﹤0.01% | 922 |
|
2015
Q1 | $5K | Hold |
146
| – | – | ﹤0.01% | 861 |
|
2014
Q4 | $5K | Buy |
146
+19
| +15% | +$651 | ﹤0.01% | 815 |
|
2014
Q3 | $4K | Buy |
+127
| New | +$4K | ﹤0.01% | 757 |
|