B. Riley Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $115K | Buy |
3,782
+2,655
| +236% | +$80.8K | 0.13% | 47 |
|
|
2022
Q1 | $272K | Sell |
1,127
-268
| -19% | -$64.7K | 0.02% | 477 |
|
|
2021
Q4 | $291K | Sell |
1,395
-14
| -1% | -$2.92K | 0.02% | 483 |
|
|
2021
Q3 | $276K | Buy |
+1,409
| New | +$276K | 0.02% | 478 |
|
|
2020
Q2 | – | Sell |
-4,818
| Closed | -$637K | – | 472 |
|
|
2020
Q1 | $637K | Buy |
+4,818
| New | +$637K | 0.07% | 242 |
|
|
2018
Q4 | – | Sell |
-2,135
| Closed | -$437K | – | 371 |
|
|
2018
Q3 | $437K | Buy |
+2,135
| New | +$437K | 0.11% | 162 |
|
|
2015
Q3 | – | Sell |
-320
| Closed | -$45K | – | 361 |
|
|
2015
Q2 | $45K | Buy |
320
+41
| +15% | +$5.77K | 0.04% | 437 |
|
|
2015
Q1 | $37K | Buy |
279
+1
| +0.4% | +$133 | 0.03% | 472 |
|
|
2014
Q4 | $38K | Hold |
278
| – | – | 0.03% | 439 |
|
|
2014
Q3 | $35K | Buy |
278
+2
| +0.7% | +$252 | 0.03% | 484 |
|
|
2014
Q2 | $32K | Sell |
276
-9
| -3% | -$1.04K | 0.02% | 551 |
|
|
2014
Q1 | $31K | Buy |
+285
| New | +$31K | 0.02% | 543 |
|