Reilly Financial Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $53K | Sell |
912
-515
| -36% | -$29.9K | ﹤0.01% | 392 |
|
|
2021
Q3 | $75K | Buy |
1,427
+800
| +128% | +$42K | 0.01% | 311 |
|
|
2021
Q2 | $37K | Hold |
627
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $36K | Buy |
627
+470
| +299% | +$27K | ﹤0.01% | 419 |
|
|
2020
Q4 | $7K | Sell |
157
-61
| -28% | -$2.72K | ﹤0.01% | 669 |
|
|
2020
Q3 | $6K | Buy |
218
+61
| +39% | +$1.68K | ﹤0.01% | 642 |
|
|
2020
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 732 |
|
|
2020
Q1 | $3K | Hold |
157
| – | – | ﹤0.01% | 737 |
|
|
2019
Q4 | $6K | Hold |
157
| – | – | ﹤0.01% | 709 |
|
|
2019
Q3 | $6K | Hold |
157
| – | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $6K | Hold |
157
| – | – | ﹤0.01% | 744 |
|
|
2019
Q1 | $6K | Sell |
157
-3
| -2% | -$115 | ﹤0.01% | 762 |
|
|
2018
Q4 | $5K | Sell |
160
-2,244
| -93% | -$70.1K | ﹤0.01% | 748 |
|
|
2018
Q3 | $81K | Buy |
2,404
+2,244
| +1,403% | +$75.6K | 0.01% | 278 |
|
|
2018
Q2 | $6K | Hold |
160
| – | – | ﹤0.01% | 769 |
|
|
2018
Q1 | $6K | Sell |
160
-1,005
| -86% | -$37.7K | ﹤0.01% | 735 |
|
|
2017
Q4 | $48K | Sell |
1,165
-117
| -9% | -$4.82K | 0.01% | 336 |
|
|
2017
Q3 | $52K | Buy |
1,282
+500
| +64% | +$20.3K | 0.01% | 301 |
|
|
2017
Q2 | $27K | Sell |
782
-1,000
| -56% | -$34.5K | ﹤0.01% | 426 |
|
|
2017
Q1 | $63K | Buy |
1,782
+1,000
| +128% | +$35.4K | 0.01% | 260 |
|
|
2016
Q4 | $27K | Buy |
782
+625
| +398% | +$21.6K | ﹤0.01% | 388 |
|
|
2016
Q3 | $5K | Hold |
157
| – | – | ﹤0.01% | 642 |
|
|
2016
Q2 | $4K | Sell |
157
-1,000
| -86% | -$25.5K | ﹤0.01% | 638 |
|
|
2016
Q1 | $36K | Hold |
1,157
| – | – | 0.01% | 332 |
|
|
2015
Q4 | $39K | Hold |
1,157
| – | – | 0.01% | 324 |
|
|
2015
Q3 | $35K | Hold |
1,157
| – | – | 0.01% | 452 |
|
|
2015
Q2 | $39K | Hold |
1,157
| – | – | 0.01% | 483 |
|
|
2015
Q1 | $43K | Sell |
1,157
-200
| -15% | -$7.43K | 0.01% | 450 |
|
|
2014
Q4 | $47K | Sell |
1,357
-197
| -13% | -$6.82K | 0.01% | 276 |
|
|
2014
Q3 | $50K | Hold |
1,554
| – | – | 0.01% | 256 |
|
|
2014
Q2 | $58K | Hold |
1,554
| – | – | 0.01% | 247 |
|
|
2014
Q1 | $53K | Buy |
1,554
+9
| +0.6% | +$307 | 0.01% | 263 |
|
|
2013
Q4 | $63K | Buy |
1,545
+1,407
| +1,020% | +$57.4K | 0.02% | 220 |
|
|
2013
Q3 | $5K | Hold |
138
| – | – | ﹤0.01% | 591 |
|
|
2013
Q2 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 621 |
|