Legacy Private Trust’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,461
| Closed | -$350K | – | 223 |
|
|
2018
Q4 | $350K | Sell |
10,461
-1,391
| -12% | -$46.5K | 0.05% | 190 |
|
|
2018
Q3 | $399K | Sell |
11,852
-2,314
| -16% | -$77.9K | 0.05% | 180 |
|
|
2018
Q2 | $558K | Sell |
14,166
-3,860
| -21% | -$152K | 0.07% | 166 |
|
|
2018
Q1 | $655K | Sell |
18,026
-1,205
| -6% | -$43.8K | 0.08% | 160 |
|
|
2017
Q4 | $788K | Sell |
19,231
-2,353
| -11% | -$96.4K | 0.09% | 149 |
|
|
2017
Q3 | $872K | Buy |
21,584
+1,649
| +8% | +$66.6K | 0.11% | 145 |
|
|
2017
Q2 | $696K | Sell |
19,935
-13,980
| -41% | -$488K | 0.09% | 157 |
|
|
2017
Q1 | $1.2M | Buy |
+33,915
| New | +$1.2M | 0.15% | 127 |
|