HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,329
| Closed | -$321K | – | 178 |
|
|
2023
Q2 | $321K | Hold |
8,329
| – | – | 0.06% | 134 |
|
|
2023
Q1 | $306K | Hold |
8,329
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $280K | Hold |
8,329
| – | – | 0.06% | 138 |
|
|
2022
Q3 | $267K | Hold |
8,329
| – | – | 0.06% | 142 |
|
|
2022
Q2 | $265K | Hold |
8,329
| – | – | 0.05% | 145 |
|
|
2022
Q1 | $364K | Buy |
8,329
+73
| +0.9% | +$3.19K | 0.06% | 143 |
|
|
2021
Q4 | $484K | Buy |
8,256
+70
| +0.9% | +$4.1K | 0.08% | 140 |
|
|
2021
Q3 | $431K | Buy |
+8,186
| New | +$431K | 0.07% | 146 |
|