YorkBridge Wealth Partners’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $483K | Buy |
14,353
+3,570
| +33% | +$120K | 0.12% | 129 |
|
|
2022
Q3 | $346K | Buy |
+10,783
| New | +$346K | 0.09% | 167 |
|
|
2019
Q4 | – | Sell |
-7,118
| Closed | -$267K | – | 185 |
|
|
2019
Q3 | $267K | Sell |
7,118
-633
| -8% | -$23.7K | 0.13% | 144 |
|
|
2019
Q2 | $299K | Buy |
7,751
+2,256
| +41% | +$87K | 0.13% | 141 |
|
|
2019
Q1 | $204K | Buy |
5,495
+23
| +0.4% | +$854 | 0.09% | 160 |
|
|
2018
Q4 | $183K | Sell |
5,472
-144
| -3% | -$4.82K | 0.1% | 156 |
|
|
2018
Q3 | $192K | Buy |
5,616
+186
| +3% | +$6.36K | 0.09% | 172 |
|
|
2018
Q2 | $214K | Buy |
5,430
+651
| +14% | +$25.7K | 0.09% | 170 |
|
|
2018
Q1 | $186K | Buy |
4,779
+575
| +14% | +$22.4K | 0.09% | 185 |
|
|
2017
Q4 | $166K | Buy |
4,204
+1,582
| +60% | +$62.5K | 0.08% | 198 |
|
|
2017
Q3 | $106K | Sell |
2,622
-216
| -8% | -$8.73K | 0.06% | 269 |
|
|
2017
Q2 | $101K | Buy |
2,838
+860
| +43% | +$30.6K | 0.05% | 270 |
|
|
2017
Q1 | $66K | Buy |
1,978
+1,841
| +1,344% | +$61.4K | 0.03% | 335 |
|
|
2016
Q4 | $5K | Buy |
+137
| New | +$5K | ﹤0.01% | 679 |
|