Visionary 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,431
| Closed | -$206K | – | 540 |
|
2024
Q2 | $206K | Sell |
4,431
-252
| -5% | -$11.7K | 0.01% | 487 |
|
2024
Q1 | $212K | Buy |
+4,683
| New | +$212K | 0.01% | 467 |
|
2023
Q3 | – | Sell |
-5,725
| Closed | -$221K | – | 460 |
|
2023
Q2 | $221K | Sell |
5,725
-1,025
| -15% | -$39.5K | 0.02% | 416 |
|
2023
Q1 | $248K | Sell |
6,750
-199
| -3% | -$7.3K | 0.02% | 384 |
|
2022
Q4 | $234K | Buy |
+6,949
| New | +$234K | 0.02% | 372 |
|
2022
Q2 | – | Sell |
-7,484
| Closed | -$327K | – | 451 |
|
2022
Q1 | $327K | Sell |
7,484
-1
| -0% | -$44 | 0.03% | 311 |
|
2021
Q4 | $439K | Buy |
+7,485
| New | +$439K | 0.04% | 247 |
|
2021
Q3 | – | Sell |
-3,480
| Closed | -$206K | – | 334 |
|
2021
Q2 | $206K | Buy |
+3,480
| New | +$206K | 0.02% | 317 |
|