Vontobel Swiss 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-127,450
| Closed | -$3.25M | – | 75 |
|
|
2016
Q2 | $3.25M | Buy |
127,450
+7,645
| +6% | +$195K | 1.93% | 19 |
|
|
2016
Q1 | $3.77M | Buy |
119,805
+11,052
| +10% | +$347K | 2% | 19 |
|
|
2015
Q4 | $3.7M | Buy |
108,753
+4,450
| +4% | +$151K | 2.18% | 19 |
|
|
2015
Q3 | $3.06M | Sell |
104,303
-18,160
| -15% | -$533K | 2.1% | 24 |
|
|
2015
Q2 | $3.66M | Buy |
122,463
+27,788
| +29% | +$831K | 2.45% | 18 |
|
|
2015
Q1 | $3.55M | Buy |
94,675
+5,915
| +7% | +$222K | 2.41% | 16 |
|
|
2014
Q4 | $3.1M | Buy |
+88,760
| New | +$3.1M | 2.26% | 16 |
|