Core 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
Q2 | – | Sell |
-267
| Closed | -$75.4K | – | 116 |
|
|
2024
Q1 | $75.4K | Buy |
267
+10
| +4% | +$2.83K | 0.03% | 85 |
|
|
2023
Q4 | $66.7K | Sell |
257
-254
| -50% | -$66K | 0.02% | 83 |
|
|
2023
Q3 | $113K | Hold |
511
| – | – | 0.05% | 59 |
|
|
2023
Q2 | $110K | Buy |
511
+120
| +31% | +$25.8K | 0.04% | 60 |
|
|
2023
Q1 | $89.2K | Buy |
391
+165
| +73% | +$37.7K | 0.04% | 68 |
|
|
2022
Q4 | $56.1K | Buy |
226
+153
| +210% | +$38K | 0.02% | 78 |
|
|
2022
Q3 | $15K | Buy |
+73
| New | +$15K | 0.01% | 116 |
|