WR Wealth Planners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.7K | Buy |
238
+31
| +15% | +$1.65K | ﹤0.01% | 558 |
|
|
2024
Q3 | $9.28K | Hold |
207
| – | – | ﹤0.01% | 642 |
|
|
2024
Q2 | $9.62K | Buy |
207
+13
| +7% | +$604 | ﹤0.01% | 598 |
|
|
2024
Q1 | $8.8K | Buy |
+194
| New | +$8.8K | ﹤0.01% | 621 |
|
|
2023
Q4 | – | Sell |
-310
| Closed | -$10.2K | – | 453 |
|
|
2023
Q3 | $10.2K | Hold |
310
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $12K | Buy |
310
+10
| +3% | +$386 | ﹤0.01% | 519 |
|
|
2023
Q1 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 528 |
|