Next Financial Group’s General Motors GM Stock Holding History

Next Financial Group’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$554K	Buy	9,445 +774	+9%	+$45.4K	0.04%	502
2021 Q3	$457K	Sell	8,671 -499	-5%	-$26.3K	0.04%	497
2021 Q2	$542K	Buy	9,170 +245	+3%	+$14.5K	0.04%	431
2021 Q1	$513K	Buy	8,925 +7,063	+379%	+$406K	0.05%	410
2020 Q4	$78K	Sell	1,862 -2,149	-54%	-$90K	0.01%	1044
2020 Q3	$119K	Buy	+4,011	New	+$119K	0.01%	790
2020 Q2	–	Sell	-1,989	Closed	-$42K	–	1109
2020 Q1	$42K	Sell	1,989 -463	-19%	-$9.78K	0.01%	1041
2019 Q4	$90K	Sell	2,452 -1,857	-43%	-$68.2K	0.01%	980
2019 Q3	$161K	Buy	4,309 +206	+5%	+$7.7K	0.02%	745
2019 Q2	$158K	Sell	4,103 -4,837	-54%	-$186K	0.02%	754
2019 Q1	$332K	Buy	8,940 +1,914	+27%	+$71.1K	0.08%	233
2018 Q4	$235K	Sell	7,026 -9,888	-58%	-$331K	0.05%	355
2018 Q3	$570K	Sell	16,914 -975	-5%	-$32.9K	0.26%	81
2018 Q2	$705K	Sell	17,889 -1,256	-7%	-$49.5K	0.27%	97
2018 Q1	$696K	Buy	19,145 +1,647	+9%	+$59.9K	0.15%	165
2017 Q4	$717K	Sell	17,498 -2,871	-14%	-$118K	0.31%	99
2017 Q3	$935K	Sell	20,369 -4,055	-17%	-$186K	0.26%	93
2017 Q2	$853K	Sell	24,424 -1,009	-4%	-$35.2K	0.21%	120
2017 Q1	$881K	Sell	25,433 -4,017	-14%	-$139K	0.25%	95
2016 Q4	$1.03M	Sell	29,450 -2,292	-7%	-$79.9K	0.18%	130
2016 Q3	$1.01M	Buy	31,742 +3,907	+14%	+$124K	0.18%	130
2016 Q2	$787K	Buy	27,835 +11,559	+71%	+$327K	0.25%	98
2016 Q1	$511K	Buy	16,276 +8,410	+107%	+$264K	0.18%	127
2015 Q4	$267K	Buy	7,866 +452	+6%	+$15.3K	0.1%	213
2015 Q3	$222K	Sell	7,414 -1,204	-14%	-$36.1K	0.08%	258
2015 Q2	$287K	Buy	8,618 +1,428	+20%	+$47.6K	0.1%	217
2015 Q1	$269K	Sell	7,190 -2,762	-28%	-$103K	0.09%	251
2014 Q4	$347K	Sell	9,952 -6,137	-38%	-$214K	0.12%	197
2014 Q3	$514K	Buy	16,089 +12,539	+353%	+$401K	0.1%	229
2014 Q2	$119K	Buy	+3,550	New	+$119K	0.06%	214