Wealth Advisors of Iowa’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,065
| Closed | -$204K | – | 61 |
|
|
2022
Q4 | $204K | Sell |
6,065
-767
| -11% | -$25.8K | 0.17% | 60 |
|
|
2022
Q3 | $219K | Buy |
6,832
+1,200
| +21% | +$38.5K | 0.2% | 48 |
|
|
2022
Q2 | $247K | Hold |
5,632
| – | – | 0.04% | 64 |
|
|
2022
Q1 | $247K | Buy |
5,632
+767
| +16% | +$33.6K | 0.12% | 52 |
|
|
2021
Q4 | $285K | Sell |
4,865
-767
| -14% | -$44.9K | 0.16% | 48 |
|
|
2021
Q3 | $297K | Hold |
5,632
| – | – | 0.16% | 45 |
|
|
2021
Q2 | $333K | Buy |
5,632
+500
| +10% | +$29.6K | 0.17% | 37 |
|
|
2021
Q1 | $295K | Buy |
+5,132
| New | +$295K | 0.16% | 41 |
|