XWM
Xcel Wealth Management’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,292
| Closed | -$538K | – | 132 |
|
|
2022
Q1 | $538K | Sell |
12,292
-1,050
| -8% | -$46K | 0.15% | 91 |
|
|
2021
Q4 | $782K | Buy |
13,342
+3,442
| +35% | +$202K | 0.2% | 83 |
|
|
2021
Q3 | $522K | Buy |
9,900
+4,250
| +75% | +$224K | 0.15% | 94 |
|
|
2021
Q2 | $334K | Buy |
+5,650
| New | +$334K | 0.1% | 115 |
|