Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-940
| Closed | -$244K | – | 52 |
|
|
2023
Q4 | $244K | Buy |
940
+2
| +0.2% | +$519 | 0.03% | 134 |
|
|
2023
Q3 | $207K | Sell |
938
-188
| -17% | -$41.5K | 0.03% | 142 |
|
|
2023
Q2 | $242K | Sell |
1,126
-64
| -5% | -$13.8K | 0.03% | 150 |
|
|
2023
Q1 | $271K | Buy |
1,190
+75
| +7% | +$17.1K | 0.04% | 133 |
|
|
2022
Q4 | $277K | Buy |
1,115
+82
| +8% | +$20.4K | 0.04% | 154 |
|
|
2022
Q3 | $219K | Sell |
1,033
-48
| -4% | -$10.2K | 0.04% | 161 |
|
|
2022
Q2 | $239K | Buy |
1,081
+431
| +66% | +$95.3K | 0.05% | 99 |
|
|
2022
Q1 | $156K | Buy |
650
+3
| +0.5% | +$720 | 0.03% | 128 |
|
|
2021
Q4 | $134K | Buy |
+647
| New | +$134K | 0.02% | 130 |
|
|
2021
Q1 | – | Sell |
-631
| Closed | -$93K | – | 246 |
|
|
2020
Q4 | $93K | Buy |
+631
| New | +$93K | 0.07% | 117 |
|