BFO
Biltmore Family Office’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,250
| Closed | -$311K | – | 189 |
|
|
2020
Q3 | $311K | Hold |
2,250
| – | – | 0.17% | 108 |
|
|
2020
Q2 | $336K | Sell |
2,250
-109
| -5% | -$16.3K | 0.2% | 102 |
|
|
2020
Q1 | $312K | Sell |
2,359
-99
| -4% | -$13.1K | 0.21% | 108 |
|
|
2019
Q4 | $434K | Buy |
2,458
+1
| +0% | +$177 | 0.17% | 109 |
|
|
2019
Q3 | $449K | Buy |
2,457
+1,001
| +69% | +$183K | 0.19% | 101 |
|
|
2019
Q2 | $265K | Hold |
1,456
| – | – | 0.14% | 121 |
|
|
2019
Q1 | $246K | Hold |
1,456
| – | – | 0.12% | 131 |
|
|
2018
Q4 | $229K | Buy |
1,456
+206
| +16% | +$32.4K | 0.13% | 129 |
|
|
2018
Q3 | $256K | Hold |
1,250
| – | – | 0.12% | 131 |
|
|
2018
Q2 | $233K | Sell |
1,250
-700
| -36% | -$130K | 0.12% | 134 |
|
|
2018
Q1 | $431K | Buy |
1,950
+750
| +63% | +$166K | 0.19% | 110 |
|
|
2017
Q4 | $244K | Buy |
+1,200
| New | +$244K | 0.11% | 143 |
|