Squar Milner Financial Services’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,329
| Closed | -$131K | – | 407 |
|
|
2020
Q1 | $131K | Buy |
6,329
+271
| +4% | +$5.61K | 0.08% | 217 |
|
|
2019
Q4 | $221K | Buy |
+6,058
| New | +$221K | 0.11% | 186 |
|
|
2019
Q3 | – | Sell |
-6,926
| Closed | -$267K | – | 404 |
|
|
2019
Q2 | $267K | Buy |
6,926
+514
| +8% | +$19.8K | 0.18% | 131 |
|
|
2019
Q1 | $237K | Buy |
6,412
+275
| +4% | +$10.2K | 0.17% | 142 |
|
|
2018
Q4 | $205K | Hold |
6,137
| – | – | 0.2% | 131 |
|
|
2018
Q3 | $207K | Buy |
6,137
+1,184
| +24% | +$39.9K | 0.19% | 148 |
|
|
2018
Q2 | $195K | Buy |
+4,953
| New | +$195K | 0.17% | 163 |
|
|
2018
Q1 | – | Sell |
-4,897
| Closed | -$211K | – | 167 |
|
|
2017
Q4 | $211K | Buy |
+4,897
| New | +$211K | 0.26% | 144 |
|