RPg Family Wealth Advisory’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,304
| Closed | -$57K | – | 177 |
|
|
2022
Q1 | $57K | Hold |
1,304
| – | – | 0.02% | 151 |
|
|
2021
Q4 | $76.5K | Hold |
1,304
| – | – | 0.03% | 144 |
|
|
2021
Q3 | $68.7K | Hold |
1,304
| – | – | 0.03% | 152 |
|
|
2021
Q2 | $77.2K | Buy |
+1,304
| New | +$77.2K | 0.03% | 152 |
|
|
2020
Q4 | $54.3K | Sell |
1,304
-700
| -35% | -$29.1K | 0.03% | 158 |
|
|
2020
Q3 | $59.3K | Sell |
2,004
-2,000
| -50% | -$59.2K | 0.03% | 154 |
|
|
2020
Q2 | $101K | Sell |
4,004
-250
| -6% | -$6.33K | 0.06% | 129 |
|
|
2020
Q1 | $88.4K | Sell |
4,254
-300
| -7% | -$6.23K | 0.07% | 110 |
|
|
2019
Q4 | $167K | Sell |
4,554
-500
| -10% | -$18.3K | 0.1% | 107 |
|
|
2019
Q3 | $189K | Hold |
5,054
| – | – | 0.11% | 98 |
|
|
2019
Q2 | $195K | Hold |
5,054
| – | – | 0.12% | 96 |
|
|
2019
Q1 | $188K | Buy |
5,054
+300
| +6% | +$11.1K | 0.11% | 102 |
|
|
2018
Q4 | $159K | Buy |
4,754
+1,800
| +61% | +$60.2K | 0.15% | 64 |
|
|
2018
Q3 | $99.5K | Sell |
2,954
-2,000
| -40% | -$67.3K | 0.07% | 80 |
|
|
2018
Q2 | $195K | Buy |
+4,954
| New | +$195K | 0.15% | 68 |
|
|
2016
Q4 | – | Sell |
-754
| Closed | -$24K | – | 277 |
|
|
2016
Q3 | $24K | Buy |
754
+210
| +39% | +$6.67K | 0.02% | 158 |
|
|
2016
Q2 | $15.4K | Buy |
+544
| New | +$15.4K | 0.01% | 210 |
|