Omnia 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 |
-406
| Closed | -$15K | – | 266 |
|
|
2019
Q1 | $15K | Hold |
406
| – | – | 0.01% | 231 |
|
|
2018
Q4 | $14K | Hold |
406
| – | – | 0.01% | 226 |
|
|
2018
Q3 | $14K | Sell |
406
-272
| -40% | -$9.38K | 0.01% | 229 |
|
|
2018
Q2 | $27K | Hold |
678
| – | – | 0.01% | 194 |
|
|
2018
Q1 | $25K | Sell |
678
-611
| -47% | -$22.5K | 0.01% | 193 |
|
|
2017
Q4 | $53K | Buy |
1,289
+611
| +90% | +$25.1K | 0.02% | 155 |
|
|
2017
Q3 | $27K | Hold |
678
| – | – | 0.01% | 190 |
|
|
2017
Q2 | $24K | Buy |
678
+272
| +67% | +$9.63K | 0.01% | 202 |
|
|
2017
Q1 | $14K | Hold |
406
| – | – | 0.01% | 246 |
|
|
2016
Q4 | $14K | Buy |
+406
| New | +$14K | 0.01% | 249 |
|