Charles Carroll Financial Partners’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $786K | Hold |
3,026
| – | – | 0.85% | 24 |
|
|
2023
Q3 | $669K | Hold |
3,026
| – | – | 0.83% | 28 |
|
|
2023
Q2 | $651K | Hold |
3,026
| – | – | 0.83% | 28 |
|
|
2023
Q1 | $690K | Hold |
3,026
| – | – | 1.06% | 24 |
|
|
2022
Q4 | $751K | Hold |
3,026
| – | – | 1.16% | 20 |
|
|
2022
Q3 | $642K | Hold |
3,026
| – | – | 1.04% | 23 |
|
|
2022
Q2 | $669K | Hold |
3,026
| – | – | 0.87% | 26 |
|
|
2022
Q1 | $730K | Hold |
3,026
| – | – | 0.76% | 25 |
|
|
2021
Q4 | $631K | Buy |
+3,026
| New | +$631K | 0.63% | 26 |
|