Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $205K | Sell |
955
-75
| -7% | -$16.1K | 0.03% | 195 |
|
|
2023
Q1 | $235K | Sell |
1,030
-1
| -0.1% | -$228 | 0.03% | 178 |
|
|
2022
Q4 | $256K | Sell |
1,031
-49
| -5% | -$12.2K | 0.04% | 164 |
|
|
2022
Q3 | $229K | Buy |
1,080
+41
| +4% | +$8.69K | 0.04% | 171 |
|
|
2022
Q2 | $230K | Hold |
1,039
| – | – | 0.03% | 179 |
|
|
2022
Q1 | $251K | Sell |
1,039
-25
| -2% | -$6.04K | 0.03% | 187 |
|
|
2021
Q4 | $222K | Buy |
1,064
+15
| +1% | +$3.13K | 0.02% | 203 |
|
|
2021
Q3 | $205K | Buy |
1,049
+301
| +40% | +$58.8K | 0.02% | 214 |
|
|
2021
Q2 | $140K | Sell |
748
-65
| -8% | -$12.2K | 0.02% | 254 |
|
|
2021
Q1 | $148K | Sell |
813
-340
| -29% | -$61.9K | 0.02% | 244 |
|
|
2020
Q4 | $172K | Hold |
1,153
| – | – | 0.02% | 211 |
|
|
2020
Q3 | $159K | Sell |
1,153
-487
| -30% | -$67.2K | 0.02% | 204 |
|
|
2020
Q2 | $245K | Hold |
1,640
| – | – | 0.04% | 170 |
|
|
2020
Q1 | $217K | Buy |
1,640
+67
| +4% | +$8.87K | 0.04% | 169 |
|
|
2019
Q4 | $277K | Hold |
1,573
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $288K | Hold |
1,573
| – | – | 0.05% | 158 |
|
|
2019
Q2 | $286K | Hold |
1,573
| – | – | 0.05% | 154 |
|
|
2019
Q1 | $266K | Hold |
1,573
| – | – | 0.04% | 154 |
|
|
2018
Q4 | $247K | Hold |
1,573
| – | – | 0.05% | 148 |
|
|
2018
Q3 | $322K | Sell |
1,573
-25
| -2% | -$5.12K | 0.05% | 147 |
|
|
2018
Q2 | $298K | Hold |
1,598
| – | – | 0.05% | 150 |
|
|
2018
Q1 | $353K | Hold |
1,598
| – | – | 0.06% | 142 |
|
|
2017
Q4 | $325K | Hold |
1,598
| – | – | 0.05% | 141 |
|
|
2017
Q3 | $329K | Sell |
1,598
-325
| -17% | -$66.9K | 0.05% | 140 |
|
|
2017
Q2 | $381K | Hold |
1,923
| – | – | 0.06% | 137 |
|
|
2017
Q1 | $360K | Buy |
1,923
+220
| +13% | +$41.2K | 0.06% | 134 |
|
|
2016
Q4 | $294K | Hold |
1,703
| – | – | 0.05% | 140 |
|
|
2016
Q3 | $260K | Sell |
1,703
-154
| -8% | -$23.5K | 0.05% | 147 |
|
|
2016
Q2 | $258K | Sell |
1,857
-276
| -13% | -$38.3K | 0.05% | 141 |
|
|
2016
Q1 | $280 | Hold |
2,133
| – | – | 0.04% | 143 |
|
|
2015
Q4 | $293K | Buy |
2,133
+400
| +23% | +$54.9K | 0.06% | 143 |
|
|
2015
Q3 | $249K | Buy |
1,733
+1,079
| +165% | +$155K | 0.04% | 152 |
|
|
2015
Q2 | $93K | Buy |
+654
| New | +$93K | 0.02% | 220 |
|