Shepherd Kaplan Krochuk’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$287K | – | 186 |
|
|
2021
Q1 | $287K | Sell |
5,000
-5,000
| -50% | -$287K | 0.11% | 127 |
|
|
2020
Q4 | $416K | Buy |
+10,000
| New | +$416K | 0.15% | 100 |
|
|
2016
Q4 | – | Sell |
-9,763
| Closed | -$310K | – | 297 |
|
|
2016
Q3 | $310K | Hold |
9,763
| – | – | 0.06% | 187 |
|
|
2016
Q2 | $276K | Hold |
9,763
| – | – | 0.07% | 193 |
|
|
2016
Q1 | $307K | Sell |
9,763
-1,000
| -9% | -$31.4K | 0.1% | 158 |
|
|
2015
Q4 | $366K | Buy |
+10,763
| New | +$366K | 0.1% | 141 |
|