IWA
IBEX Wealth Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$9.29K | – | 146 |
|
|
2024
Q2 | $9.29K | Buy |
+200
| New | +$9.29K | ﹤0.01% | 232 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 283 |
|
|
2021
Q3 | – | Sell |
-22,885
| Closed | -$1.35M | – | 444 |
|
|
2021
Q2 | $1.35M | Buy |
22,885
+970
| +4% | +$57.4K | 0.27% | 104 |
|
|
2021
Q1 | $1.26M | Buy |
+21,915
| New | +$1.26M | 0.31% | 92 |
|
|
2017
Q1 | – | Sell |
-499
| Closed | -$18K | – | 187 |
|
|
2016
Q4 | $18K | Buy |
+499
| New | +$18K | 0.01% | 232 |
|