Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $324K | Sell |
1,247
-819
| -40% | -$213K | 0.02% | 171 |
|
|
2023
Q3 | $457K | Buy |
2,066
+2
| +0.1% | +$442 | 0.04% | 136 |
|
|
2023
Q2 | $444K | Buy |
2,064
+98
| +5% | +$21.1K | 0.04% | 138 |
|
|
2023
Q1 | $449K | Sell |
1,966
-273
| -12% | -$62.3K | 0.04% | 137 |
|
|
2022
Q4 | $556K | Buy |
2,239
+471
| +27% | +$117K | 0.05% | 133 |
|
|
2022
Q3 | $375K | Buy |
1,768
+260
| +17% | +$55.1K | 0.04% | 143 |
|
|
2022
Q2 | $334K | Buy |
1,508
+6
| +0.4% | +$1.33K | 0.03% | 142 |
|
|
2022
Q1 | $362K | Sell |
1,502
-598
| -28% | -$144K | 0.03% | 139 |
|
|
2021
Q4 | $438K | Buy |
2,100
+1,608
| +327% | +$335K | 0.04% | 121 |
|
|
2021
Q3 | $97K | Hold |
492
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $93K | Buy |
492
+1
| +0.2% | +$189 | 0.01% | 214 |
|
|
2021
Q1 | $89K | Buy |
491
+1
| +0.2% | +$181 | 0.01% | 209 |
|
|
2020
Q4 | $73K | Hold |
490
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $68K | Sell |
490
-322
| -40% | -$44.7K | 0.01% | 189 |
|
|
2020
Q2 | $121K | Sell |
812
-92
| -10% | -$13.7K | 0.01% | 141 |
|
|
2020
Q1 | $120K | Buy |
904
+2
| +0.2% | +$265 | 0.02% | 133 |
|
|
2019
Q4 | $159K | Buy |
902
+1
| +0.1% | +$176 | 0.02% | 132 |
|
|
2019
Q3 | $165K | Sell |
901
-40
| -4% | -$7.33K | 0.02% | 116 |
|
|
2019
Q2 | $172K | Buy |
941
+2
| +0.2% | +$366 | 0.02% | 112 |
|
|
2019
Q1 | $170K | Buy |
939
+51
| +6% | +$9.23K | 0.02% | 114 |
|
|
2018
Q4 | $150K | Buy |
888
+358
| +68% | +$60.5K | 0.02% | 113 |
|
|
2018
Q3 | $105K | Buy |
530
+157
| +42% | +$31.1K | 0.02% | 126 |
|
|
2018
Q2 | $71K | Buy |
373
+25
| +7% | +$4.76K | 0.01% | 157 |
|
|
2018
Q1 | $79K | Buy |
348
+90
| +35% | +$20.4K | 0.01% | 141 |
|
|
2017
Q4 | $24K | Hold |
258
| – | – | ﹤0.01% | 272 |
|
|
2017
Q3 | $55K | Buy |
258
+108
| +72% | +$23K | 0.01% | 174 |
|
|
2017
Q2 | $30K | Hold |
150
| – | – | 0.01% | 226 |
|
|
2017
Q1 | $28K | Hold |
150
| – | – | 0.01% | 234 |
|
|
2016
Q4 | $26K | Buy |
+150
| New | +$26K | 0.01% | 207 |
|
|
2013
Q3 | – | Sell |
-150
| Closed | -$12K | – | 92 |
|
|
2013
Q2 | $12K | Buy |
+150
| New | +$12K | 0.01% | 179 |
|