SVA Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,449
| Closed | -$260K | – | 220 |
|
|
2018
Q1 | $260K | Buy |
6,449
+200
| +3% | +$8.06K | 0.03% | 189 |
|
|
2017
Q4 | $256K | Sell |
6,249
-200
| -3% | -$8.19K | 0.03% | 188 |
|
|
2017
Q3 | $260K | Buy |
+6,449
| New | +$260K | 0.03% | 189 |
|
|
2016
Q4 | – | Sell |
-7,794
| Closed | -$248K | – | 202 |
|
|
2016
Q3 | $248K | Sell |
7,794
-616
| -7% | -$19.6K | 0.04% | 180 |
|
|
2016
Q2 | $238K | Hold |
8,410
| – | – | 0.04% | 180 |
|
|
2016
Q1 | $264K | Sell |
8,410
-9,450
| -53% | -$297K | 0.04% | 174 |
|
|
2015
Q4 | $607K | Sell |
17,860
-411
| -2% | -$14K | 0.11% | 142 |
|
|
2015
Q3 | $548K | Buy |
18,271
+526
| +3% | +$15.8K | 0.1% | 141 |
|
|
2015
Q2 | $591K | Hold |
17,745
| – | – | 0.11% | 146 |
|
|
2015
Q1 | $665K | Buy |
+17,745
| New | +$665K | 0.12% | 142 |
|