Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,930
| Closed | -$1.12M | – | 841 |
|
|
2024
Q3 | $1.12M | Sell |
24,930
-649
| -3% | -$29.2K | 0.08% | 265 |
|
|
2024
Q2 | $1.19M | Sell |
25,579
-9,861
| -28% | -$458K | 0.11% | 203 |
|
|
2024
Q1 | $1.61M | Buy |
35,440
+9,779
| +38% | +$443K | 0.19% | 136 |
|
|
2023
Q4 | $922K | Buy |
25,661
+5,448
| +27% | +$196K | 0.1% | 206 |
|
|
2023
Q3 | $666K | Buy |
+20,213
| New | +$666K | 0.11% | 201 |
|