WP
WMS Partners’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,114
| Closed | -$574K | – | 270 |
|
|
2022
Q1 | $574K | Buy |
13,114
+4,492
| +52% | +$197K | 0.08% | 128 |
|
|
2021
Q4 | $506K | Hold |
8,622
| – | – | 0.11% | 115 |
|
|
2021
Q3 | $454K | Buy |
8,622
+16
| +0.2% | +$842 | 0.07% | 155 |
|
|
2021
Q2 | $509K | Sell |
8,606
-130
| -1% | -$7.69K | 0.08% | 138 |
|
|
2021
Q1 | $502K | Sell |
8,736
-1,350
| -13% | -$77.6K | 0.11% | 122 |
|
|
2020
Q4 | $420K | Sell |
10,086
-126
| -1% | -$5.25K | 0.07% | 147 |
|
|
2020
Q3 | $302K | Hold |
10,212
| – | – | 0.06% | 170 |
|
|
2020
Q2 | $258K | Sell |
10,212
-902
| -8% | -$22.8K | 0.05% | 175 |
|
|
2020
Q1 | $231K | Hold |
11,114
| – | – | 0.06% | 164 |
|
|
2019
Q4 | $407K | Sell |
11,114
-1,511
| -12% | -$55.3K | 0.09% | 146 |
|
|
2019
Q3 | $473K | Buy |
12,625
+1,816
| +17% | +$68K | 0.11% | 120 |
|
|
2019
Q2 | $416K | Buy |
+10,809
| New | +$416K | 0.1% | 128 |
|
|
2016
Q1 | – | Sell |
-6,787
| Closed | -$231K | – | 202 |
|
|
2015
Q4 | $231K | Hold |
6,787
| – | – | 0.03% | 183 |
|
|
2015
Q3 | $204K | Buy |
+6,787
| New | +$204K | 0.03% | 191 |
|
|
2015
Q2 | – | Sell |
-5,467
| Closed | -$205K | – | 284 |
|
|
2015
Q1 | $205K | Buy |
+5,467
| New | +$205K | 0.03% | 258 |
|