SVWAG
Sound View Wealth Advisors Group’s General Motors GM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,447
| Closed | -$202K | – | 294 |
|
2021
Q4 | $202K | Buy |
+3,447
| New | +$202K | 0.04% | 283 |
|
2021
Q3 | – | Sell |
-3,576
| Closed | -$212K | – | 289 |
|
2021
Q2 | $212K | Sell |
3,576
-45
| -1% | -$2.67K | 0.04% | 270 |
|
2021
Q1 | $208K | Buy |
+3,621
| New | +$208K | 0.05% | 256 |
|