SWM
Selective Wealth Management’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,385
| Closed | -$77K | – | 353 |
|
|
2022
Q3 | $77K | Sell |
2,385
-295
| -11% | -$9.52K | 0.03% | 241 |
|
|
2022
Q2 | $85K | Buy |
2,680
+700
| +35% | +$22.2K | 0.03% | 245 |
|
|
2022
Q1 | $87K | Buy |
1,980
+1,050
| +113% | +$46.1K | 0.03% | 225 |
|
|
2021
Q4 | $55K | Hold |
930
| – | – | 0.02% | 261 |
|
|
2021
Q3 | $49K | Hold |
930
| – | – | 0.03% | 254 |
|
|
2021
Q2 | $55K | Sell |
930
-520
| -36% | -$30.8K | 0.04% | 180 |
|
|
2021
Q1 | $83K | Sell |
1,450
-70
| -5% | -$4.01K | 0.08% | 92 |
|
|
2020
Q4 | $63K | Buy |
1,520
+215
| +16% | +$8.91K | 0.04% | 99 |
|
|
2020
Q3 | $39K | Sell |
1,305
-881
| -40% | -$26.3K | 0.03% | 109 |
|
|
2020
Q2 | $55K | Buy |
2,186
+2,042
| +1,418% | +$51.4K | 0.05% | 99 |
|
|
2020
Q1 | $3K | Hold |
144
| – | – | ﹤0.01% | 244 |
|
|
2019
Q4 | $5K | Sell |
144
-135
| -48% | -$4.69K | 0.01% | 219 |
|
|
2019
Q3 | $10K | Buy |
+279
| New | +$10K | 0.01% | 166 |
|
|
2018
Q3 | $5K | Buy |
+144
| New | +$5K | 0.06% | 111 |
|