Ellevest Inc’s General Dynamics GD Stock Holding History

Ellevest Inc’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-108	Closed	-$24.6K	–	853
2023 Q1	$24.6K	Buy	108 +1	+0.9%	+$231	﹤0.01%	803
2022 Q4	$26.6K	Hold	107	–	–	﹤0.01%	771
2022 Q3	$23K	Buy	107 +1	+0.9%	+$226	﹤0.01%	776
2022 Q2	$23K	Buy	106 +1	+1%	+$230	﹤0.01%	728
2022 Q1	$25K	Hold	105	–	–	﹤0.01%	685
2021 Q4	$22K	Buy	105 +1	+1%	+$202	﹤0.01%	691
2021 Q3	$20K	Hold	104	–	–	﹤0.01%	663
2021 Q2	$20K	Buy	104 +1	+1%	+$189	﹤0.01%	641
2021 Q1	$19K	Buy	103 +1	+1%	+$163	﹤0.01%	668
2020 Q4	$15K	Hold	102	–	–	﹤0.01%	671
2020 Q3	$14K	Sell	102 -3	-3%	-$443	﹤0.01%	587
2020 Q2	$16K	Sell	105 -21	-17%	-$2.96K	﹤0.01%	520
2020 Q1	$17K	Buy	126 +21	+20%	+$3.49K	﹤0.01%	459
2019 Q4	$19K	Hold	105	–	–	0.01%	423
2019 Q3	$19K	Buy	105 +5	+5%	+$929	0.01%	180
2019 Q2	$18K	Hold	100	–	–	0.01%	206
2019 Q1	$17K	Hold	100	–	–	0.01%	154
2018 Q4	$16K	Buy	+100	New	+$17.9K	0.01%	338

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Capital Research Global Investors

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Bank of America

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Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return