Ropes Wealth Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-910
| Closed | -$23K | – | 630 |
|
|
2020
Q2 | $23K | Sell |
910
-990
| -52% | -$25K | ﹤0.01% | 378 |
|
|
2020
Q1 | $39K | Hold |
1,900
| – | – | 0.01% | 303 |
|
|
2019
Q4 | $70K | Hold |
1,900
| – | – | 0.02% | 307 |
|
|
2019
Q3 | $71K | Sell |
1,900
-820
| -30% | -$30.6K | 0.02% | 310 |
|
|
2019
Q2 | $105K | Buy |
2,720
+620
| +30% | +$23.9K | 0.02% | 271 |
|
|
2019
Q1 | $78K | Hold |
2,100
| – | – | 0.02% | 289 |
|
|
2018
Q4 | $70K | Sell |
2,100
-1,600
| -43% | -$53.3K | 0.02% | 283 |
|
|
2018
Q3 | $125K | Sell |
3,700
-1,000
| -21% | -$33.8K | 0.03% | 258 |
|
|
2018
Q2 | $185K | Buy |
4,700
+1,000
| +27% | +$39.4K | 0.05% | 235 |
|
|
2018
Q1 | $134K | Sell |
3,700
-3,400
| -48% | -$123K | 0.04% | 243 |
|
|
2017
Q4 | $291K | Buy |
7,100
+100
| +1% | +$4.1K | 0.08% | 184 |
|
|
2017
Q3 | $283K | Buy |
7,000
+2,400
| +52% | +$97K | 0.08% | 185 |
|
|
2017
Q2 | $161K | Buy |
4,600
+3,248
| +240% | +$114K | 0.05% | 232 |
|
|
2017
Q1 | $48K | Buy |
1,352
+12
| +0.9% | +$426 | 0.01% | 334 |
|
|
2016
Q4 | $47K | Buy |
1,340
+340
| +34% | +$11.9K | 0.01% | 326 |
|
|
2016
Q3 | $32K | Sell |
1,000
-101
| -9% | -$3.23K | 0.01% | 318 |
|
|
2016
Q2 | $31K | Buy |
+1,101
| New | +$31K | 0.01% | 303 |
|
|
2016
Q1 | – | Sell |
-32
| Closed | -$1K | – | 482 |
|
|
2015
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 423 |
|