Financial Architects (New Jersey)’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-131
| Closed | -$3K | – | 456 |
|
|
2020
Q2 | $3K | Hold |
131
| – | – | ﹤0.01% | 773 |
|
|
2020
Q1 | $3K | Sell |
131
-3,190
| -96% | -$97.4K | ﹤0.01% | 750 |
|
|
2019
Q4 | $122K | Buy |
3,321
+1,606
| +94% | +$58.4K | 0.03% | 305 |
|
|
2019
Q3 | $64K | Buy |
1,715
+66
| +4% | +$2.54K | 0.02% | 393 |
|
|
2019
Q2 | $64K | Sell |
1,649
-6,217
| -79% | -$233K | 0.01% | 458 |
|
|
2019
Q1 | $292K | Sell |
7,866
-4,942
| -39% | -$188K | 0.05% | 239 |
|
|
2018
Q4 | $428K | Buy |
12,808
+3,995
| +45% | +$138K | 0.08% | 160 |
|
|
2018
Q3 | $297K | Buy |
8,813
+881
| +11% | +$32.5K | 0.05% | 241 |
|
|
2018
Q2 | $312K | Sell |
7,932
-701
| -8% | -$27.6K | 0.06% | 217 |
|
|
2018
Q1 | $313K | Sell |
8,633
-501
| -5% | -$20.3K | 0.06% | 221 |
|
|
2017
Q4 | $374K | Sell |
9,134
-864
| -9% | -$37.5K | 0.06% | 201 |
|
|
2017
Q3 | $404K | Sell |
9,998
-1,226
| -11% | -$44.8K | 0.07% | 182 |
|
|
2017
Q2 | $392K | Buy |
11,224
+108
| +1% | +$3.67K | 0.08% | 180 |
|
|
2017
Q1 | $393K | Buy |
11,116
+1,556
| +16% | +$56.9K | 0.07% | 175 |
|
|
2016
Q4 | $333K | Buy |
9,560
+6,978
| +270% | +$235K | 0.08% | 179 |
|
|
2016
Q3 | $82K | Buy |
2,582
+373
| +17% | +$11.7K | 0.02% | 433 |
|
|
2016
Q2 | $62K | Buy |
2,209
+1,234
| +127% | +$37.5K | 0.02% | 489 |
|
|
2016
Q1 | $31K | Buy |
+975
| New | +$29.3K | 0.01% | 491 |
|
|
2015
Q3 | – | Sell |
-146
| Closed | -$5K | – | 493 |
|
|
2015
Q2 | $5K | Hold |
146
| – | – | ﹤0.01% | 949 |
|
|
2015
Q1 | $5K | Hold |
146
| – | – | ﹤0.01% | 877 |
|
|
2014
Q4 | $5K | Buy |
146
+19
| +15% | +$607 | ﹤0.01% | 831 |
|
|
2014
Q3 | $4K | Buy |
+127
| New | +$4.43K | ﹤0.01% | 775 |
|
Other funds holding GM
