Bernardo Wealth Planning’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,992
| Closed | -$296K | – | 100 |
|
|
2020
Q4 | $296K | Sell |
1,992
-251
| -11% | -$37.3K | 0.11% | 134 |
|
|
2020
Q3 | $310K | Sell |
2,243
-173
| -7% | -$23.9K | 0.14% | 118 |
|
|
2020
Q2 | $361K | Buy |
2,416
+91
| +4% | +$13.6K | 0.19% | 98 |
|
|
2020
Q1 | $307K | Buy |
2,325
+13
| +0.6% | +$1.72K | 0.21% | 109 |
|
|
2019
Q4 | $407K | Sell |
2,312
-108
| -4% | -$19K | 0.25% | 99 |
|
|
2019
Q3 | $442K | Sell |
2,420
-202
| -8% | -$36.9K | 0.32% | 80 |
|
|
2019
Q2 | $477K | Sell |
2,622
-23
| -0.9% | -$4.18K | 0.37% | 70 |
|
|
2019
Q1 | $448K | Buy |
2,645
+25
| +1% | +$4.23K | 0.35% | 76 |
|
|
2018
Q4 | $412K | Buy |
+2,620
| New | +$412K | 0.36% | 67 |
|