Mark Sheptoff Financial Planning’s General Motors Company GM.WS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-122
| Closed | -$2K | – | 408 |
|
|
2019
Q2 | $2K | Hold |
122
| – | – | ﹤0.01% | 329 |
|
|
2019
Q1 | $2K | Hold |
122
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $2K | Hold |
122
| – | – | ﹤0.01% | 311 |
|
|
2018
Q3 | $2K | Hold |
122
| – | – | ﹤0.01% | 347 |
|
|
2018
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 338 |
|
|
2018
Q1 | $2K | Hold |
122
| – | – | ﹤0.01% | 362 |
|
|
2017
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 344 |
|
|
2017
Q3 | $3K | Sell |
122
-54
| -31% | -$1K | ﹤0.01% | 343 |
|
|
2017
Q2 | $3K | Sell |
176
-103
| -37% | -$1.69K | ﹤0.01% | 332 |
|
|
2017
Q1 | $5K | Buy |
279
+1
| +0.4% | +$19 | ﹤0.01% | 311 |
|
|
2016
Q4 | $5K | Hold |
278
| – | – | ﹤0.01% | 299 |
|
|
2016
Q3 | $4K | Hold |
278
| – | – | ﹤0.01% | 311 |
|
|
2016
Q2 | $3K | Hold |
278
| – | – | ﹤0.01% | 316 |
|
|
2016
Q1 | $4K | Hold |
278
| – | – | ﹤0.01% | 295 |
|
|
2015
Q4 | $5K | Hold |
278
| – | – | ﹤0.01% | 305 |
|
|
2015
Q3 | $4K | Hold |
278
| – | – | ﹤0.01% | 309 |
|
|
2015
Q2 | $4K | Hold |
278
| – | – | ﹤0.01% | 311 |
|
|
2015
Q1 | $5K | Hold |
278
| – | – | ﹤0.01% | 293 |
|
|
2014
Q4 | $5K | Hold |
278
| – | – | ﹤0.01% | 294 |
|
|
2014
Q3 | $4K | Hold |
278
| – | – | ﹤0.01% | 309 |
|
|
2014
Q2 | $5K | Hold |
278
| – | – | ﹤0.01% | 309 |
|
|
2014
Q1 | $5K | Buy |
+278
| New | +$5.37K | ﹤0.01% | 320 |
|
Other funds holding GM.WS.B
Mark Sheptoff Financial Planning's GM.WS.B Position: Q3 2019 in Review
Mark Sheptoff Financial Planning sold out of General Motors Company (GM.WS.B) in Q3 2019, closing a stake of 122 shares — an estimated $2K sold.
Mark Sheptoff Financial Planning first reported a position in GM.WS.B in Q1 2014 and held it in 22 quarters. The position peaked at $5K in Q1 2017. 2 funds tracked by Wall St. Rank hold GM.WS.B as of Q3 2019.
- Mark Sheptoff Financial Planning reported no remaining General Motors Company position as of Q3 2019 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 122 General Motors Company shares in Q3 2019, an estimated $2K.
- Mark Sheptoff Financial Planning first reported a position in General Motors Company in Q1 2014 and held it in 22 quarters.
- Mark Sheptoff Financial Planning's General Motors Company position peaked at $5K in Q1 2017.
- 2 funds tracked by Wall St. Rank held General Motors Company as of Q3 2019.
Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.