Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,578
| Closed | -$272K | – | 255 |
|
|
2017
Q1 | $272K | Sell |
1,578
-86
| -5% | -$14.8K | 0.06% | 371 |
|
|
2016
Q4 | $287K | Sell |
1,664
-668
| -29% | -$115K | 0.06% | 362 |
|
|
2016
Q3 | $361K | Buy |
2,332
+247
| +12% | +$38.2K | 0.04% | 444 |
|
|
2016
Q2 | $291K | Buy |
2,085
+181
| +10% | +$25.3K | 0.04% | 472 |
|
|
2016
Q1 | $252K | Buy |
1,904
+168
| +10% | +$22.2K | 0.03% | 516 |
|
|
2015
Q4 | $238K | Buy |
1,736
+92
| +6% | +$12.6K | 0.03% | 539 |
|
|
2015
Q3 | $226K | Buy |
1,644
+42
| +3% | +$5.77K | 0.03% | 573 |
|
|
2015
Q2 | $227K | Buy |
+1,602
| New | +$227K | 0.03% | 592 |
|
|
2015
Q1 | – | Sell |
-1,513
| Closed | -$208K | – | 533 |
|
|
2014
Q4 | $208K | Buy |
+1,513
| New | +$208K | 0.03% | 569 |
|