Westover Capital Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-54,331
| Closed | -$1.99M | – | 130 |
|
|
2019
Q4 | $1.99M | Sell |
54,331
-8,121
| -13% | -$297K | 0.89% | 41 |
|
|
2019
Q3 | $2.34M | Sell |
62,452
-12,647
| -17% | -$474K | 1.11% | 34 |
|
|
2019
Q2 | $2.89M | Sell |
75,099
-826
| -1% | -$31.8K | 1.43% | 24 |
|
|
2019
Q1 | $2.82M | Buy |
75,925
+4,003
| +6% | +$149K | 1.46% | 25 |
|
|
2018
Q4 | $2.41M | Sell |
71,922
-11,224
| -13% | -$375K | 1.51% | 26 |
|
|
2018
Q3 | $2.8M | Sell |
83,146
-18,067
| -18% | -$608K | 1.42% | 23 |
|
|
2018
Q2 | $3.99M | Buy |
101,213
+1,809
| +2% | +$71.3K | 2.15% | 11 |
|
|
2018
Q1 | $3.61M | Buy |
99,404
+9,350
| +10% | +$340K | 1.97% | 13 |
|
|
2017
Q4 | $3.69M | Sell |
90,054
-10,432
| -10% | -$428K | 2.03% | 9 |
|
|
2017
Q3 | $4.06M | Buy |
100,486
+5,631
| +6% | +$227K | 2.39% | 10 |
|
|
2017
Q2 | $3.31M | Sell |
94,855
-1,089
| -1% | -$38K | 2.18% | 14 |
|
|
2017
Q1 | $3.39M | Sell |
95,944
-771
| -0.8% | -$27.3K | 2.26% | 11 |
|
|
2016
Q4 | $3.37M | Buy |
96,715
+11,758
| +14% | +$410K | 2.41% | 12 |
|
|
2016
Q3 | $2.7M | Buy |
84,957
+56,293
| +196% | +$1.79M | 2% | 21 |
|
|
2016
Q2 | $811K | Buy |
28,664
+4,867
| +20% | +$138K | 0.66% | 50 |
|
|
2016
Q1 | $748K | Buy |
23,797
+16,387
| +221% | +$515K | 0.63% | 47 |
|
|
2015
Q4 | $252K | Buy |
7,410
+392
| +6% | +$13.3K | 0.21% | 82 |
|
|
2015
Q3 | $211K | Sell |
7,018
-659
| -9% | -$19.8K | 0.18% | 82 |
|
|
2015
Q2 | $256K | Buy |
+7,677
| New | +$256K | 0.2% | 78 |
|