PWAG
Polaris Wealth Advisory Group’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-195,021
| Closed | -$7.15M | – | 163 |
|
|
2023
Q1 | $7.15M | Buy |
195,021
+23,684
| +14% | +$869K | 0.53% | 62 |
|
|
2022
Q4 | $6.48M | Buy |
+171,337
| New | +$6.48M | 0.48% | 71 |
|
|
2022
Q1 | – | Sell |
-404,089
| Closed | -$23.7M | – | 172 |
|
|
2021
Q4 | $23.7M | Sell |
404,089
-19,945
| -5% | -$1.17M | 1.36% | 31 |
|
|
2021
Q3 | $23.9M | Buy |
424,034
+186,117
| +78% | +$10.5M | 1.43% | 30 |
|
|
2021
Q2 | $14.1M | Buy |
237,917
+36,563
| +18% | +$2.16M | 0.84% | 40 |
|
|
2021
Q1 | $12.1M | Buy |
201,354
+48,368
| +32% | +$2.91M | 0.78% | 42 |
|
|
2020
Q4 | $6.59M | Sell |
152,986
-12,789
| -8% | -$551K | 0.49% | 63 |
|
|
2020
Q3 | $5.13M | Buy |
+165,775
| New | +$5.13M | 0.48% | 56 |
|
|
2018
Q4 | – | Sell |
-235
| Closed | -$8K | – | 268 |
|
|
2018
Q3 | $8K | Buy |
+235
| New | +$8K | ﹤0.01% | 417 |
|