Lee Financial’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-801
| Closed | -$28.8K | – | 431 |
|
|
2023
Q4 | $28.8K | Buy |
801
+89
| +13% | +$3.2K | 0.01% | 277 |
|
|
2023
Q3 | $23.5K | Buy |
712
+62
| +10% | +$2.04K | ﹤0.01% | 284 |
|
|
2023
Q2 | $25.1K | Hold |
650
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $23.8K | Sell |
650
-17
| -3% | -$624 | ﹤0.01% | 287 |
|
|
2022
Q4 | $22.4K | Sell |
667
-59
| -8% | -$1.99K | ﹤0.01% | 330 |
|
|
2022
Q3 | $23K | Buy |
726
+326
| +82% | +$10.3K | ﹤0.01% | 315 |
|
|
2022
Q2 | $13K | Sell |
400
-43
| -10% | -$1.4K | ﹤0.01% | 406 |
|
|
2022
Q1 | $19K | Sell |
443
-96
| -18% | -$4.12K | ﹤0.01% | 346 |
|
|
2021
Q4 | $31K | Hold |
539
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $28K | Buy |
539
+509
| +1,697% | +$26.4K | 0.01% | 290 |
|
|
2021
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 575 |
|
|
2020
Q3 | – | Sell |
-67
| Closed | -$2K | – | 543 |
|
|
2020
Q2 | $2K | Sell |
67
-314
| -82% | -$9.37K | ﹤0.01% | 487 |
|
|
2020
Q1 | $8K | Hold |
381
| – | – | ﹤0.01% | 327 |
|
|
2019
Q4 | $14K | Hold |
381
| – | – | ﹤0.01% | 299 |
|
|
2019
Q3 | $14K | Hold |
381
| – | – | ﹤0.01% | 290 |
|
|
2019
Q2 | $15K | Buy |
381
+314
| +469% | +$12.4K | ﹤0.01% | 293 |
|
|
2019
Q1 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 477 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$28K | – | 554 |
|
|
2018
Q2 | $28K | Buy |
700
+3
| +0.4% | +$120 | 0.01% | 308 |
|
|
2018
Q1 | $25K | Buy |
697
+503
| +259% | +$18K | 0.01% | 324 |
|
|
2017
Q4 | $8K | Buy |
+194
| New | +$8K | ﹤0.01% | 372 |
|
|
2017
Q2 | – | Sell |
-329
| Closed | -$12K | – | 507 |
|
|
2017
Q1 | $12K | Hold |
329
| – | – | ﹤0.01% | 255 |
|
|
2016
Q4 | $11K | Buy |
+329
| New | +$11K | 0.01% | 273 |
|