Capital Planning Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,357
| Closed | -$239K | – | 116 |
|
|
2019
Q4 | $239K | Sell |
1,357
-30
| -2% | -$5.28K | 0.06% | 113 |
|
|
2019
Q3 | $253K | Sell |
1,387
-840
| -38% | -$153K | 0.07% | 109 |
|
|
2019
Q2 | $405K | Sell |
2,227
-193
| -8% | -$35.1K | 0.12% | 94 |
|
|
2019
Q1 | $410K | Sell |
2,420
-66
| -3% | -$11.2K | 0.13% | 96 |
|
|
2018
Q4 | $391K | Sell |
2,486
-11,952
| -83% | -$1.88M | 0.14% | 90 |
|
|
2018
Q3 | $2.96M | Buy |
14,438
+2,638
| +22% | +$540K | 0.94% | 34 |
|
|
2018
Q2 | $2.2M | Sell |
11,800
-3,153
| -21% | -$588K | 0.99% | 33 |
|
|
2018
Q1 | $3.3M | Buy |
14,953
+357
| +2% | +$78.9K | 1.17% | 24 |
|
|
2017
Q4 | $2.97M | Buy |
14,596
+7,294
| +100% | +$1.48M | 1.04% | 27 |
|
|
2017
Q3 | $1.5M | Buy |
7,302
+5,377
| +279% | +$1.11M | 0.59% | 47 |
|
|
2017
Q2 | $381K | Buy |
+1,925
| New | +$381K | 0.17% | 94 |
|