Apriem Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-124
| Closed | -$23K | – | 223 |
|
|
2018
Q2 | $23K | Buy |
+124
| New | +$23K | 0.01% | 332 |
|
|
2017
Q2 | – | Sell |
-122
| Closed | -$23K | – | 283 |
|
|
2017
Q1 | $23K | Sell |
122
-6
| -5% | -$1.13K | 0.01% | 326 |
|
|
2016
Q4 | $22K | Buy |
128
+13
| +11% | +$2.23K | 0.01% | 335 |
|
|
2016
Q3 | $18K | Buy |
115
+1
| +0.9% | +$157 | 0.01% | 342 |
|
|
2016
Q2 | $16K | Sell |
114
-26
| -19% | -$3.65K | 0.01% | 364 |
|
|
2016
Q1 | $18K | Sell |
140
-173
| -55% | -$22.2K | 0.01% | 320 |
|
|
2015
Q4 | $43K | Buy |
313
+200
| +177% | +$27.5K | 0.02% | 214 |
|
|
2015
Q3 | $16K | Buy |
113
+1
| +0.9% | +$142 | 0.01% | 315 |
|
|
2015
Q2 | $16K | Hold |
112
| – | – | 0.01% | 354 |
|
|
2015
Q1 | $15K | Buy |
112
+1
| +0.9% | +$134 | 0.01% | 361 |
|
|
2014
Q4 | $15K | Hold |
111
| – | – | 0.01% | 331 |
|
|
2014
Q3 | $14K | Buy |
111
+8
| +8% | +$1.01K | 0.01% | 338 |
|
|
2014
Q2 | $12K | Hold |
103
| – | – | ﹤0.01% | 323 |
|
|
2014
Q1 | $11K | Buy |
103
+1
| +1% | +$107 | ﹤0.01% | 351 |
|
|
2013
Q4 | $10K | Buy |
102
+1
| +1% | +$98 | ﹤0.01% | 357 |
|
|
2013
Q3 | $9K | Hold |
101
| – | – | ﹤0.01% | 361 |
|
|
2013
Q2 | $8K | Buy |
+101
| New | +$8K | ﹤0.01% | 345 |
|