CM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,822
| Closed | -$2.03M | – | 186 |
|
|
2023
Q4 | $2.03M | Hold |
7,822
| – | – | 0.87% | 16 |
|
|
2023
Q3 | $1.94M | Buy |
7,822
+50
| +0.6% | +$12.4K | 0.75% | 18 |
|
|
2023
Q2 | $1.74M | Buy |
+7,772
| New | +$1.74M | 0.57% | 22 |
|
|
2023
Q1 | – | Sell |
-7,772
| Closed | -$1.93M | – | 420 |
|
|
2022
Q4 | $1.93M | Sell |
7,772
-62
| -0.8% | -$15.4K | 0.98% | 14 |
|
|
2022
Q3 | $1.66B | Hold |
7,834
| – | – | 0.92% | 14 |
|
|
2022
Q2 | $1.74M | Buy |
+7,834
| New | +$1.74M | 1.07% | 16 |
|