Security National Trust’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-199
| Closed | -$7K | – | 408 |
|
|
2017
Q2 | $7K | Hold |
199
| – | – | ﹤0.01% | 379 |
|
|
2017
Q1 | $7K | Hold |
199
| – | – | ﹤0.01% | 380 |
|
|
2016
Q4 | $7K | Hold |
199
| – | – | ﹤0.01% | 386 |
|
|
2016
Q3 | $6K | Hold |
199
| – | – | ﹤0.01% | 407 |
|
|
2016
Q2 | $6K | Buy |
+199
| New | +$6K | ﹤0.01% | 402 |
|
|
2015
Q1 | – | Sell |
-770
| Closed | -$27K | – | 489 |
|
|
2014
Q4 | $27K | Buy |
770
+442
| +135% | +$15.5K | 0.01% | 325 |
|
|
2014
Q3 | $10K | Buy |
328
+146
| +80% | +$4.45K | ﹤0.01% | 410 |
|
|
2014
Q2 | $7K | Hold |
182
| – | – | ﹤0.01% | 439 |
|
|
2014
Q1 | $6K | Hold |
182
| – | – | ﹤0.01% | 448 |
|
|
2013
Q4 | $7K | Hold |
182
| – | – | ﹤0.01% | 437 |
|
|
2013
Q3 | $7K | Buy |
+182
| New | +$7K | ﹤0.01% | 418 |
|