Appleton Partners’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-916
| Closed | -$238K | – | 279 |
|
|
2023
Q4 | $238K | Sell |
916
-10
| -1% | -$2.6K | 0.02% | 271 |
|
|
2023
Q3 | $205K | Buy |
+926
| New | +$205K | 0.02% | 283 |
|
|
2023
Q2 | – | Sell |
-904
| Closed | -$206K | – | 291 |
|
|
2023
Q1 | $206K | Hold |
904
| – | – | 0.02% | 289 |
|
|
2022
Q4 | $224K | Buy |
+904
| New | +$224K | 0.02% | 283 |
|
|
2022
Q3 | – | Sell |
-1,004
| Closed | -$222K | – | 298 |
|
|
2022
Q2 | $222K | Sell |
1,004
-20
| -2% | -$4.42K | 0.02% | 283 |
|
|
2022
Q1 | $247K | Sell |
1,024
-24
| -2% | -$5.79K | 0.02% | 279 |
|
|
2021
Q4 | $218K | Buy |
+1,048
| New | +$218K | 0.02% | 297 |
|