CWA
Canvas Wealth Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-943
| Closed | -$223K | – | 145 |
|
|
2022
Q4 | $223K | Buy |
943
+27
| +3% | +$6.4K | 0.09% | 132 |
|
|
2022
Q3 | $225K | Sell |
916
-15
| -2% | -$3.68K | 0.1% | 111 |
|
|
2022
Q2 | $206K | Buy |
931
+71
| +8% | +$15.7K | 0.08% | 122 |
|
|
2022
Q1 | $201K | Sell |
860
-494
| -36% | -$115K | 0.07% | 138 |
|
|
2021
Q4 | $282K | Hold |
1,354
| – | – | 0.1% | 114 |
|
|
2021
Q3 | $265K | Buy |
1,354
+72
| +6% | +$14.1K | 0.11% | 102 |
|
|
2021
Q2 | $241K | Buy |
1,282
+40
| +3% | +$7.52K | 0.11% | 106 |
|
|
2021
Q1 | $230K | Buy |
+1,242
| New | +$230K | 0.13% | 100 |
|