D.B. Root & Company’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,322
| Closed | -$240K | – | 195 |
|
|
2019
Q2 | $240K | Sell |
1,322
-58
| -4% | -$10.5K | 0.11% | 181 |
|
|
2019
Q1 | $234K | Hold |
1,380
| – | – | 0.1% | 189 |
|
|
2018
Q4 | $217K | Sell |
1,380
-111
| -7% | -$17.5K | 0.11% | 174 |
|
|
2018
Q3 | $305K | Hold |
1,491
| – | – | 0.13% | 166 |
|
|
2018
Q2 | $278K | Hold |
1,491
| – | – | 0.13% | 167 |
|
|
2018
Q1 | $329K | Buy |
1,491
+244
| +20% | +$53.8K | 0.17% | 153 |
|
|
2017
Q4 | $254K | Buy |
+1,247
| New | +$254K | 0.22% | 96 |
|