Arbor Trust Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-701
| Closed | -$203K | – | 98 |
|
|
2024
Q3 | $203K | Hold |
701
| – | – | 0.11% | 92 |
|
|
2024
Q2 | $203K | Buy |
701
+6
| +0.9% | +$1.74K | 0.11% | 92 |
|
|
2024
Q1 | $202K | Buy |
+695
| New | +$202K | 0.11% | 95 |
|
|
2023
Q3 | – | Sell |
-1,711
| Closed | -$368K | – | 94 |
|
|
2023
Q2 | $368K | Sell |
1,711
-489
| -22% | -$105K | 0.23% | 67 |
|
|
2023
Q1 | $502K | Buy |
2,200
+25
| +1% | +$5.71K | 0.33% | 59 |
|
|
2022
Q4 | $540K | Buy |
2,175
+50
| +2% | +$12.4K | 0.37% | 53 |
|
|
2022
Q3 | $451K | Sell |
2,125
-150
| -7% | -$31.8K | 0.34% | 58 |
|
|
2022
Q2 | $506K | Buy |
2,275
+300
| +15% | +$66.7K | 0.35% | 59 |
|
|
2022
Q1 | $476K | Sell |
1,975
-300
| -13% | -$72.3K | 0.29% | 68 |
|
|
2021
Q4 | $474K | Hold |
2,275
| – | – | 0.27% | 66 |
|
|
2021
Q3 | $446K | Hold |
2,275
| – | – | 0.28% | 66 |
|
|
2021
Q2 | $428K | Buy |
2,275
+300
| +15% | +$56.4K | 0.27% | 68 |
|
|
2021
Q1 | $358K | Hold |
1,975
| – | – | 0.24% | 70 |
|
|
2020
Q4 | $294K | Hold |
1,975
| – | – | 0.21% | 69 |
|
|
2020
Q3 | $273K | Hold |
1,975
| – | – | 0.24% | 65 |
|
|
2020
Q2 | $295K | Hold |
1,975
| – | – | 0.27% | 69 |
|
|
2020
Q1 | $261K | Sell |
1,975
-16
| -0.8% | -$2.11K | 0.28% | 68 |
|
|
2019
Q4 | $351K | Buy |
+1,991
| New | +$351K | 0.3% | 67 |
|