TWA
TCI Wealth Advisors’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,042
| Closed | -$38.2K | – | 1010 |
|
|
2023
Q1 | $38.2K | Buy |
1,042
+118
| +13% | +$4.33K | 0.01% | 496 |
|
|
2022
Q4 | $31.1K | Sell |
924
-497
| -35% | -$16.7K | ﹤0.01% | 532 |
|
|
2022
Q3 | $46K | Sell |
1,421
-417
| -23% | -$13.5K | 0.01% | 386 |
|
|
2022
Q2 | $58K | Buy |
1,838
+1,809
| +6,238% | +$57.1K | 0.01% | 335 |
|
|
2022
Q1 | $1K | Sell |
29
-1,757
| -98% | -$60.6K | ﹤0.01% | 2100 |
|
|
2021
Q4 | $105K | Buy |
1,786
+1,542
| +632% | +$90.7K | 0.02% | 259 |
|
|
2021
Q3 | $13K | Sell |
244
-352
| -59% | -$18.8K | ﹤0.01% | 900 |
|
|
2021
Q2 | $35K | Buy |
596
+139
| +30% | +$8.16K | 0.01% | 455 |
|
|
2021
Q1 | $26K | Buy |
457
+438
| +2,305% | +$24.9K | 0.01% | 485 |
|
|
2020
Q4 | $1K | Sell |
19
-102
| -84% | -$5.37K | ﹤0.01% | 1359 |
|
|
2020
Q3 | $4K | Sell |
121
-27
| -18% | -$893 | ﹤0.01% | 830 |
|
|
2020
Q2 | $4K | Buy |
148
+71
| +92% | +$1.92K | ﹤0.01% | 795 |
|
|
2020
Q1 | $2K | Sell |
77
-78
| -50% | -$2.03K | ﹤0.01% | 1005 |
|
|
2019
Q4 | $6K | Sell |
155
-77
| -33% | -$2.98K | ﹤0.01% | 807 |
|
|
2019
Q3 | $9K | Hold |
232
| – | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $9K | Sell |
232
-40
| -15% | -$1.55K | ﹤0.01% | 639 |
|
|
2019
Q1 | $10K | Sell |
272
-19
| -7% | -$699 | ﹤0.01% | 622 |
|
|
2018
Q4 | $10K | Buy |
291
+138
| +90% | +$4.74K | ﹤0.01% | 618 |
|
|
2018
Q3 | $5K | Sell |
153
-48
| -24% | -$1.57K | ﹤0.01% | 778 |
|
|
2018
Q2 | $8K | Buy |
201
+124
| +161% | +$4.94K | ﹤0.01% | 678 |
|
|
2018
Q1 | $3K | Sell |
77
-20
| -21% | -$779 | ﹤0.01% | 845 |
|
|
2017
Q4 | $4K | Hold |
97
| – | – | ﹤0.01% | 833 |
|
|
2017
Q3 | $4K | Hold |
97
| – | – | ﹤0.01% | 778 |
|
|
2017
Q2 | $3K | Sell |
97
-18
| -16% | -$557 | ﹤0.01% | 875 |
|
|
2017
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 766 |
|
|
2016
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 824 |
|
|
2016
Q3 | $4K | Sell |
115
-42
| -27% | -$1.46K | ﹤0.01% | 775 |
|
|
2016
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 765 |
|
|
2016
Q1 | $5K | Buy |
157
+31
| +25% | +$987 | ﹤0.01% | 712 |
|
|
2015
Q4 | $4K | Buy |
126
+29
| +30% | +$921 | ﹤0.01% | 743 |
|
|
2015
Q3 | $3K | Sell |
97
-180
| -65% | -$5.57K | ﹤0.01% | 722 |
|
|
2015
Q2 | $9K | Sell |
277
-176
| -39% | -$5.72K | 0.01% | 537 |
|
|
2015
Q1 | $17K | Buy |
453
+376
| +488% | +$14.1K | 0.01% | 371 |
|
|
2014
Q4 | $3K | Sell |
77
-2,000
| -96% | -$77.9K | ﹤0.01% | 653 |
|
|
2014
Q3 | $66K | Hold |
2,077
| – | – | 0.04% | 213 |
|
|
2014
Q2 | $75K | Buy |
2,077
+1,372
| +195% | +$49.5K | 0.05% | 209 |
|
|
2014
Q1 | $24K | Sell |
705
-631
| -47% | -$21.5K | 0.02% | 307 |
|
|
2013
Q4 | $55K | Buy |
1,336
+62
| +5% | +$2.55K | 0.03% | 238 |
|
|
2013
Q3 | $46K | Buy |
1,274
+600
| +89% | +$21.7K | 0.04% | 218 |
|
|
2013
Q2 | $22K | Buy |
+674
| New | +$22K | 0.02% | 293 |
|