Berman Capital Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $156K | Buy |
795
+397
| +100% | +$77.9K | 0.02% | 327 |
|
|
2021
Q2 | $74K | Buy |
398
+279
| +234% | +$51.9K | 0.01% | 451 |
|
|
2021
Q1 | $21K | Sell |
119
-6
| -5% | -$1.06K | ﹤0.01% | 770 |
|
|
2020
Q4 | $18K | Buy |
125
+4
| +3% | +$576 | ﹤0.01% | 700 |
|
|
2020
Q3 | $15K | Hold |
121
| – | – | ﹤0.01% | 666 |
|
|
2020
Q2 | $17K | Sell |
121
-213
| -64% | -$29.9K | ﹤0.01% | 593 |
|
|
2020
Q1 | $42K | Sell |
334
-32
| -9% | -$4.02K | 0.01% | 322 |
|
|
2019
Q4 | $64K | Sell |
366
-10
| -3% | -$1.75K | 0.02% | 281 |
|
|
2019
Q3 | $68K | Sell |
376
-54
| -13% | -$9.77K | 0.02% | 260 |
|
|
2019
Q2 | $77K | Buy |
430
+102
| +31% | +$18.3K | 0.02% | 245 |
|
|
2019
Q1 | $55K | Sell |
328
-157
| -32% | -$26.3K | 0.02% | 263 |
|
|
2018
Q4 | $75K | Buy |
+485
| New | +$75K | 0.03% | 211 |
|