Mason Investment Advisory Services’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,381
| Closed | -$383K | – | 74 |
|
|
2022
Q4 | $383K | Sell |
11,381
-2,589
| -19% | -$87.1K | 0.04% | 53 |
|
|
2022
Q3 | $448K | Buy |
+13,970
| New | +$448K | 0.05% | 34 |
|
|
2022
Q2 | – | Sell |
-61,100
| Closed | -$2.67M | – | 93 |
|
|
2022
Q1 | $2.67M | Buy |
61,100
+2,521
| +4% | +$110K | 0.23% | 8 |
|
|
2021
Q4 | $3.43M | Hold |
58,579
| – | – | 0.28% | 9 |
|
|
2021
Q3 | $3.09M | Buy |
58,579
+35,279
| +151% | +$1.86M | 0.32% | 8 |
|
|
2021
Q2 | $1.38M | Buy |
+23,300
| New | +$1.38M | 0.14% | 34 |
|