SFWA
Summit Financial Wealth Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-24,499
| Closed | -$1M | – | 149 |
|
|
2017
Q4 | $1M | Sell |
24,499
-56
| -0.2% | -$2.3K | 0.35% | 67 |
|
|
2017
Q3 | $992K | Sell |
24,555
-33,550
| -58% | -$1.36M | 0.36% | 64 |
|
|
2017
Q2 | $2.03M | Buy |
58,105
+18,900
| +48% | +$660K | 0.8% | 38 |
|
|
2017
Q1 | $1.39M | Buy |
39,205
+12,151
| +45% | +$430K | 0.61% | 49 |
|
|
2016
Q4 | $943K | Buy |
27,054
+6,518
| +32% | +$227K | 0.41% | 61 |
|
|
2016
Q3 | $652K | Buy |
20,536
+3,120
| +18% | +$99.1K | 0.28% | 79 |
|
|
2016
Q2 | $493K | Buy |
17,416
+3,522
| +25% | +$99.7K | 0.21% | 86 |
|
|
2016
Q1 | $437K | Buy |
+13,894
| New | +$437K | 0.19% | 97 |
|
|
2015
Q3 | – | Sell |
-86
| Closed | -$2K | – | 233 |
|
|
2015
Q2 | $2K | Hold |
86
| – | – | ﹤0.01% | 260 |
|
|
2015
Q1 | $3K | Hold |
86
| – | – | ﹤0.01% | 221 |
|
|
2014
Q4 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 229 |
|