Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-851
| Closed | -$205K | – | 221 |
|
|
2022
Q1 | $205K | Buy |
+851
| New | +$205K | 0.01% | 231 |
|
|
2020
Q4 | – | Sell |
-1,499
| Closed | -$207K | – | 214 |
|
|
2020
Q3 | $207K | Sell |
1,499
-144
| -9% | -$19.9K | 0.02% | 178 |
|
|
2020
Q2 | $246K | Sell |
1,643
-199
| -11% | -$29.8K | 0.03% | 156 |
|
|
2020
Q1 | $244K | Buy |
1,842
+201
| +12% | +$26.6K | 0.04% | 155 |
|
|
2019
Q4 | $289K | Buy |
1,641
+1
| +0.1% | +$176 | 0.04% | 165 |
|
|
2019
Q3 | $300K | Hold |
1,640
| – | – | 0.04% | 154 |
|
|
2019
Q2 | $298K | Buy |
1,640
+1
| +0.1% | +$182 | 0.04% | 154 |
|
|
2019
Q1 | $284K | Sell |
1,639
-356
| -18% | -$61.7K | 0.04% | 154 |
|
|
2018
Q4 | $314K | Buy |
1,995
+1,017
| +104% | +$160K | 0.05% | 137 |
|
|
2018
Q3 | $200K | Sell |
978
-171
| -15% | -$35K | 0.03% | 188 |
|
|
2018
Q2 | $214K | Buy |
1,149
+104
| +10% | +$19.4K | 0.04% | 172 |
|
|
2018
Q1 | $231K | Sell |
1,045
-11
| -1% | -$2.43K | 0.04% | 150 |
|
|
2017
Q4 | $215K | Buy |
1,056
+57
| +6% | +$11.6K | 0.04% | 160 |
|
|
2017
Q3 | $205K | Buy |
+999
| New | +$205K | 0.04% | 145 |
|