Rockefeller Financial Services’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-100
| Closed | -$3K | – | 521 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2015
Q4 | $3K | Sell |
100
-500
| -83% | -$15K | ﹤0.01% | 515 |
|
|
2015
Q3 | $18K | Hold |
600
| – | – | ﹤0.01% | 460 |
|
|
2015
Q2 | $20K | Hold |
600
| – | – | ﹤0.01% | 418 |
|
|
2015
Q1 | $22K | Hold |
600
| – | – | ﹤0.01% | 452 |
|
|
2014
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 424 |
|
|
2014
Q3 | $19K | Sell |
600
-245
| -29% | -$7.76K | ﹤0.01% | 432 |
|
|
2014
Q2 | $31K | Buy |
845
+245
| +41% | +$8.99K | ﹤0.01% | 435 |
|
|
2014
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 456 |
|
|
2013
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 435 |
|
|
2013
Q3 | $22K | Hold |
600
| – | – | ﹤0.01% | 445 |
|
|
2013
Q2 | $20K | Buy |
+600
| New | +$20K | ﹤0.01% | 445 |
|