Mosaic Family Wealth’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,625
| Closed | -$60K | – | 346 |
|
|
2019
Q1 | $60K | Buy |
1,625
+100
| +7% | +$3.69K | 0.02% | 294 |
|
|
2018
Q4 | $51K | Hold |
1,525
| – | – | 0.02% | 305 |
|
|
2018
Q3 | $55K | Buy |
1,525
+600
| +65% | +$21.6K | 0.02% | 308 |
|
|
2018
Q2 | $36K | Sell |
925
-700
| -43% | -$27.2K | 0.01% | 356 |
|
|
2018
Q1 | $59K | Sell |
1,625
-800
| -33% | -$29K | 0.02% | 289 |
|
|
2017
Q4 | $99K | Sell |
2,425
-13,850
| -85% | -$565K | 0.04% | 239 |
|
|
2017
Q3 | $657K | Buy |
16,275
+5,450
| +50% | +$220K | 0.25% | 73 |
|
|
2017
Q2 | $378K | Buy |
10,825
+800
| +8% | +$27.9K | 0.16% | 113 |
|
|
2017
Q1 | $354K | Buy |
10,025
+2,000
| +25% | +$70.6K | 0.15% | 117 |
|
|
2016
Q4 | $282K | Buy |
8,025
+646
| +9% | +$22.7K | 0.13% | 140 |
|
|
2016
Q3 | $234K | Buy |
7,379
+6,389
| +645% | +$203K | 0.11% | 153 |
|
|
2016
Q2 | $29K | Sell |
990
-93
| -9% | -$2.72K | 0.01% | 397 |
|
|
2016
Q1 | $34K | Buy |
1,083
+400
| +59% | +$12.6K | 0.02% | 370 |
|
|
2015
Q4 | $23K | Buy |
+683
| New | +$23K | 0.01% | 423 |
|