Clearview Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-323
| Closed | -$69.4K | – | 314 |
|
|
2023
Q2 | $69.4K | Buy |
323
+1
| +0.3% | +$215 | 0.07% | 177 |
|
|
2023
Q1 | $73.5K | Buy |
322
+1
| +0.3% | +$228 | 0.07% | 169 |
|
|
2022
Q4 | $79.8K | Hold |
321
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $68K | Buy |
321
+57
| +22% | +$12.1K | 0.05% | 145 |
|
|
2022
Q2 | $59K | Hold |
264
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $64K | Hold |
264
| – | – | 0.04% | 177 |
|
|
2021
Q4 | $55K | Sell |
264
-200
| -43% | -$41.7K | 0.03% | 220 |
|
|
2021
Q3 | $91K | Buy |
464
+51
| +12% | +$10K | 0.06% | 169 |
|
|
2021
Q2 | $78K | Sell |
413
-5
| -1% | -$944 | 0.05% | 193 |
|
|
2021
Q1 | $76K | Buy |
418
+31
| +8% | +$5.64K | 0.05% | 190 |
|
|
2020
Q4 | $58K | Buy |
+387
| New | +$58K | 0.04% | 183 |
|