V Wealth Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,271
| Closed | -$280K | – | 209 |
|
|
2023
Q2 | $280K | Sell |
7,271
-34
| -0.5% | -$1.31K | 0.05% | 296 |
|
|
2023
Q1 | $268K | Buy |
7,305
+1
| +0% | +$37 | 0.05% | 311 |
|
|
2022
Q4 | $246K | Buy |
7,304
+1,073
| +17% | +$36.1K | 0.05% | 306 |
|
|
2022
Q3 | $200K | Buy |
+6,231
| New | +$200K | 0.04% | 350 |
|
|
2022
Q2 | – | Sell |
-6,199
| Closed | -$271K | – | 428 |
|
|
2022
Q1 | $271K | Sell |
6,199
-194
| -3% | -$8.48K | 0.04% | 365 |
|
|
2021
Q4 | $375K | Sell |
6,393
-1,077
| -14% | -$63.2K | 0.06% | 318 |
|
|
2021
Q3 | $394K | Sell |
7,470
-791
| -10% | -$41.7K | 0.06% | 311 |
|
|
2021
Q2 | $491K | Buy |
8,261
+1,105
| +15% | +$65.7K | 0.08% | 278 |
|
|
2021
Q1 | $411K | Buy |
7,156
+1,703
| +31% | +$97.8K | 0.08% | 285 |
|
|
2020
Q4 | $228K | Buy |
+5,453
| New | +$228K | 0.05% | 344 |
|
|
2020
Q1 | – | Sell |
-7,461
| Closed | -$280K | – | 336 |
|
|
2019
Q4 | $280K | Hold |
7,461
| – | – | 0.1% | 207 |
|
|
2019
Q3 | $280K | Sell |
7,461
-218
| -3% | -$8.18K | 0.1% | 208 |
|
|
2019
Q2 | $302K | Buy |
7,679
+17
| +0.2% | +$669 | 0.11% | 186 |
|
|
2019
Q1 | $307K | Sell |
7,662
-663
| -8% | -$26.6K | 0.12% | 176 |
|
|
2018
Q4 | $283K | Hold |
8,325
| – | – | 0.14% | 158 |
|
|
2018
Q3 | $278K | Sell |
8,325
-141
| -2% | -$4.71K | 0.13% | 176 |
|
|
2018
Q2 | $339K | Sell |
8,466
-531
| -6% | -$21.3K | 0.19% | 132 |
|
|
2018
Q1 | $322K | Buy |
8,997
+131
| +1% | +$4.69K | 0.17% | 141 |
|
|
2017
Q4 | $391K | Buy |
8,866
+215
| +2% | +$9.48K | 0.2% | 124 |
|
|
2017
Q3 | $347K | Sell |
8,651
-80
| -0.9% | -$3.21K | 0.18% | 120 |
|
|
2017
Q2 | $297K | Sell |
8,731
-562
| -6% | -$19.1K | 0.14% | 137 |
|
|
2017
Q1 | $330K | Buy |
+9,293
| New | +$330K | 0.2% | 126 |
|
|
2016
Q3 | – | Sell |
-7,941
| Closed | -$225K | – | 170 |
|
|
2016
Q2 | $225K | Buy |
7,941
+355
| +5% | +$10.1K | 0.18% | 143 |
|
|
2016
Q1 | $232K | Buy |
+7,586
| New | +$232K | 0.19% | 124 |
|