Landmark Financial Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,457
| Closed | -$434K | – | 54 |
|
|
2016
Q4 | $434K | Sell |
12,457
-35,973
| -74% | -$1.25M | 0.35% | 34 |
|
|
2016
Q3 | $1.54M | Sell |
48,430
-1,198
| -2% | -$38K | 1.31% | 19 |
|
|
2016
Q2 | $1.4M | Buy |
49,628
+6,301
| +15% | +$178K | 1.31% | 20 |
|
|
2016
Q1 | $1.36M | Buy |
43,327
+2,740
| +7% | +$86.1K | 1.38% | 19 |
|
|
2015
Q4 | $1.38M | Buy |
+40,587
| New | +$1.38M | 1.45% | 19 |
|
|
2015
Q2 | – | Sell |
-26,677
| Closed | -$1M | – | 51 |
|
|
2015
Q1 | $1M | Sell |
26,677
-5,098
| -16% | -$191K | 1.05% | 21 |
|
|
2014
Q4 | $1.11M | Buy |
+31,775
| New | +$1.11M | 1.14% | 19 |
|