Lehman Financial Resources’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.18M | Hold |
64,685
| – | – | 1.02% | 22 |
|
|
2018
Q2 | $2.55M | Sell |
64,685
-53
| -0.1% | -$2.09K | 1.28% | 21 |
|
|
2018
Q1 | $2.35M | Sell |
64,738
-3,300
| -5% | -$120K | 1.2% | 21 |
|
|
2017
Q4 | $2.79M | Buy |
68,038
+385
| +0.6% | +$15.8K | 1.45% | 19 |
|
|
2017
Q3 | $2.73M | Buy |
67,653
+4,050
| +6% | +$163K | 1.39% | 26 |
|
|
2017
Q2 | $2.22M | Sell |
63,603
-400
| -0.6% | -$13.9K | 1.25% | 24 |
|
|
2017
Q1 | $2.26M | Hold |
64,003
| – | – | 1.25% | 24 |
|
|
2016
Q4 | $2.23M | Buy |
64,003
+2,800
| +5% | +$97.5K | 1.27% | 24 |
|
|
2016
Q3 | $1.94M | Sell |
61,203
-1,500
| -2% | -$47.6K | 1.12% | 27 |
|
|
2016
Q2 | $1.77M | Sell |
62,703
-2,000
| -3% | -$56.6K | 0.89% | 29 |
|
|
2016
Q1 | $2.03M | Buy |
+64,703
| New | +$2.03M | 1.09% | 27 |
|
|
2015
Q4 | – | Sell |
-4,803
| Closed | -$144K | – | 169 |
|
|
2015
Q3 | $144K | Hold |
4,803
| – | – | 0.07% | 69 |
|
|
2015
Q2 | $160K | Hold |
4,803
| – | – | 0.08% | 66 |
|
|
2015
Q1 | $180K | Buy |
4,803
+700
| +17% | +$26.2K | 0.08% | 65 |
|
|
2014
Q4 | $143K | Buy |
4,103
+1,001
| +32% | +$34.9K | 0.07% | 77 |
|
|
2014
Q3 | $99K | Hold |
3,102
| – | – | 0.05% | 93 |
|
|
2014
Q2 | $113K | Buy |
3,102
+258
| +9% | +$9.4K | 0.05% | 80 |
|
|
2014
Q1 | $98K | Hold |
2,844
| – | – | 0.05% | 94 |
|
|
2013
Q4 | $116K | Buy |
2,844
+1,544
| +119% | +$63K | 0.07% | 78 |
|
|
2013
Q3 | $47K | Buy |
+1,300
| New | +$47K | 0.03% | 124 |
|