Wellesley Investment Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-24,067
| Closed | -$892K | – | 117 |
|
|
2019
Q1 | $892K | Sell |
24,067
-4,407
| -15% | -$163K | 0.31% | 56 |
|
|
2018
Q4 | $952K | Sell |
28,474
-862
| -3% | -$28.8K | 0.34% | 49 |
|
|
2018
Q3 | $987K | Buy |
29,336
+4,116
| +16% | +$138K | 0.32% | 55 |
|
|
2018
Q2 | $993K | Buy |
25,220
+1,709
| +7% | +$67.3K | 0.35% | 53 |
|
|
2018
Q1 | $854K | Buy |
23,511
+973
| +4% | +$35.3K | 0.31% | 60 |
|
|
2017
Q4 | $923K | Buy |
22,538
+1,651
| +8% | +$67.6K | 0.35% | 56 |
|
|
2017
Q3 | $843K | Sell |
20,887
-1,730
| -8% | -$69.8K | 0.35% | 53 |
|
|
2017
Q2 | $790K | Buy |
22,617
+2,585
| +13% | +$90.3K | 0.33% | 61 |
|
|
2017
Q1 | $708K | Buy |
20,032
+3,006
| +18% | +$106K | 0.31% | 61 |
|
|
2016
Q4 | $593K | Buy |
17,026
+1,050
| +7% | +$36.6K | 0.29% | 61 |
|
|
2016
Q3 | $507K | Buy |
+15,976
| New | +$507K | 0.26% | 64 |
|