Cassady Schiller Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23.5K | Buy |
89
+26
| +41% | +$6.85K | 0.01% | 265 |
|
|
2024
Q3 | $19K | Hold |
63
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $18.3K | Hold |
63
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $17.8K | Buy |
63
+3
| +5% | +$847 | 0.01% | 297 |
|
|
2023
Q4 | $15.6K | Hold |
60
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $13.3K | Hold |
60
| – | – | 0.01% | 311 |
|
|
2023
Q2 | $12.9K | Hold |
60
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $13.7K | Sell |
60
-29
| -33% | -$6.62K | 0.01% | 301 |
|
|
2022
Q4 | $22.1K | Buy |
+89
| New | +$22.1K | 0.01% | 262 |
|
|
2022
Q1 | – | Sell |
-70
| Closed | -$15K | – | 292 |
|
|
2021
Q4 | $15K | Buy |
+70
| New | +$15K | 0.01% | 290 |
|