Clear Perspective Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $594K | Buy |
2,850
+107
| +4% | +$22.3K | 0.18% | 87 |
|
|
2021
Q3 | $538K | Sell |
2,743
-40
| -1% | -$7.85K | 0.18% | 84 |
|
|
2021
Q2 | $524K | Sell |
2,783
-76
| -3% | -$14.3K | 0.18% | 85 |
|
|
2021
Q1 | $519K | Buy |
2,859
+35
| +1% | +$6.35K | 0.2% | 84 |
|
|
2020
Q4 | $420K | Buy |
+2,824
| New | +$420K | 0.17% | 98 |
|
|
2020
Q3 | – | Sell |
-3,289
| Closed | -$492K | – | 51 |
|
|
2020
Q2 | $492K | Sell |
3,289
-442
| -12% | -$66.1K | 0.27% | 69 |
|
|
2020
Q1 | $494K | Sell |
3,731
-100
| -3% | -$13.2K | 0.33% | 62 |
|
|
2019
Q4 | $676K | Buy |
+3,831
| New | +$676K | 0.42% | 57 |
|
|
2019
Q3 | – | Sell |
-3,621
| Closed | -$658K | – | 70 |
|
|
2019
Q2 | $658K | Sell |
3,621
-25
| -0.7% | -$4.54K | 0.42% | 62 |
|
|
2019
Q1 | $633K | Sell |
3,646
-1,080
| -23% | -$188K | 0.45% | 63 |
|
|
2018
Q4 | $743K | Buy |
4,726
+15
| +0.3% | +$2.36K | 0.62% | 44 |
|
|
2018
Q3 | $964K | Buy |
4,711
+616
| +15% | +$126K | 0.71% | 37 |
|
|
2018
Q2 | $763K | Buy |
4,095
+366
| +10% | +$68.2K | 0.53% | 50 |
|
|
2018
Q1 | $824K | Buy |
3,729
+374
| +11% | +$82.6K | 0.62% | 36 |
|
|
2017
Q4 | $683K | Buy |
3,355
+252
| +8% | +$51.3K | 0.52% | 50 |
|
|
2017
Q3 | $638K | Sell |
3,103
-630
| -17% | -$130K | 0.52% | 49 |
|
|
2017
Q2 | $740K | Sell |
3,733
-30
| -0.8% | -$5.95K | 0.62% | 43 |
|
|
2017
Q1 | $704K | Sell |
3,763
-930
| -20% | -$174K | 0.47% | 51 |
|
|
2016
Q4 | $810K | Buy |
+4,693
| New | +$810K | 0.54% | 43 |
|