Wealthspire Advisors (Maryland)’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,043
| Closed | -$305K | – | 516 |
|
|
2020
Q2 | $305K | Sell |
12,043
-1,275
| -10% | -$32.3K | 0.02% | 337 |
|
|
2020
Q1 | $277K | Sell |
13,318
-7,701
| -37% | -$160K | 0.02% | 316 |
|
|
2019
Q4 | $769K | Buy |
21,019
+390
| +2% | +$14.3K | 0.05% | 213 |
|
|
2019
Q3 | $773K | Buy |
20,629
+7,541
| +58% | +$283K | 0.06% | 182 |
|
|
2019
Q2 | $504K | Buy |
13,088
+244
| +2% | +$9.4K | 0.04% | 252 |
|
|
2019
Q1 | $477K | Buy |
12,844
+3,673
| +40% | +$136K | 0.04% | 259 |
|
|
2018
Q4 | $307K | Buy |
9,171
+651
| +8% | +$21.8K | 0.03% | 317 |
|
|
2018
Q3 | $287K | Sell |
8,520
-967
| -10% | -$32.6K | 0.02% | 375 |
|
|
2018
Q2 | $374K | Sell |
9,487
-123
| -1% | -$4.85K | 0.03% | 303 |
|
|
2018
Q1 | $349K | Sell |
9,610
-2,815
| -23% | -$102K | 0.03% | 323 |
|
|
2017
Q4 | $509K | Sell |
12,425
-517
| -4% | -$21.2K | 0.05% | 249 |
|
|
2017
Q3 | $523K | Buy |
12,942
+1,351
| +12% | +$54.6K | 0.06% | 231 |
|
|
2017
Q2 | $405K | Sell |
11,591
-3,907
| -25% | -$137K | 0.05% | 271 |
|
|
2017
Q1 | $548K | Sell |
15,498
-698
| -4% | -$24.7K | 0.08% | 165 |
|
|
2016
Q4 | $564K | Sell |
16,196
-1,484
| -8% | -$51.7K | 0.08% | 156 |
|
|
2016
Q3 | $562K | Buy |
17,680
+7,238
| +69% | +$230K | 0.09% | 155 |
|
|
2016
Q2 | $296K | Sell |
10,442
-1,189
| -10% | -$33.7K | 0.05% | 256 |
|
|
2016
Q1 | $366K | Buy |
11,631
+2,522
| +28% | +$79.4K | 0.06% | 208 |
|
|
2015
Q4 | $310K | Buy |
+9,109
| New | +$310K | 0.06% | 251 |
|