BerganKDV 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
Q2 | $75.7K | Sell |
352
-93
| -21% | -$20K | 0.01% | 333 |
|
|
2023
Q1 | $101K | Buy |
445
+86
| +24% | +$19.6K | 0.01% | 314 |
|
|
2022
Q4 | $89.1K | Sell |
359
-109
| -23% | -$27.1K | 0.01% | 322 |
|
|
2022
Q3 | $99K | Sell |
468
-6
| -1% | -$1.27K | 0.01% | 288 |
|
|
2022
Q2 | $105K | Hold |
474
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $114K | Hold |
474
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $99K | Buy |
474
+1
| +0.2% | +$209 | 0.01% | 336 |
|
|
2021
Q3 | $93K | Hold |
473
| – | – | 0.01% | 331 |
|
|
2021
Q2 | $89K | Buy |
473
+1
| +0.2% | +$188 | 0.01% | 321 |
|
|
2021
Q1 | $86K | Hold |
472
| – | – | 0.01% | 312 |
|
|
2020
Q4 | $70K | Buy |
472
+9
| +2% | +$1.34K | 0.01% | 315 |
|
|
2020
Q3 | $64K | Sell |
463
-9
| -2% | -$1.24K | 0.01% | 311 |
|
|
2020
Q2 | $70K | Sell |
472
-120
| -20% | -$17.8K | 0.01% | 312 |
|
|
2020
Q1 | $78K | Buy |
592
+72
| +14% | +$9.49K | 0.02% | 272 |
|
|
2019
Q4 | $92K | Buy |
520
+11
| +2% | +$1.95K | 0.02% | 284 |
|
|
2019
Q3 | $93K | Hold |
509
| – | – | 0.02% | 265 |
|
|
2019
Q2 | $93K | Sell |
509
-152
| -23% | -$27.8K | 0.02% | 268 |
|
|
2019
Q1 | $112K | Buy |
661
+50
| +8% | +$8.47K | 0.02% | 265 |
|
|
2018
Q4 | $96K | Hold |
611
| – | – | 0.02% | 239 |
|
|
2018
Q3 | $125K | Hold |
611
| – | – | 0.03% | 232 |
|
|
2018
Q2 | $114K | Buy |
+611
| New | +$114K | 0.03% | 237 |
|
|
2017
Q3 | – | Sell |
-5,183
| Closed | -$1.03M | – | 198 |
|
|
2017
Q2 | $1.03M | Sell |
5,183
-174
| -3% | -$34.5K | 0.29% | 61 |
|
|
2017
Q1 | $1M | Sell |
5,357
-2
| -0% | -$374 | 0.3% | 60 |
|
|
2016
Q4 | $925K | Buy |
5,359
+483
| +10% | +$83.4K | 0.31% | 63 |
|
|
2016
Q3 | $757K | Buy |
4,876
+392
| +9% | +$60.9K | 0.26% | 69 |
|
|
2016
Q2 | $624K | Buy |
4,484
+705
| +19% | +$98.1K | 0.27% | 79 |
|
|
2016
Q1 | $496K | Buy |
+3,779
| New | +$496K | 0.3% | 88 |
|