EPG 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 |
-835
| Closed | -$201K | – | 278 |
|
|
2022
Q1 | $201K | Sell |
835
-508
| -38% | -$122K | 0.07% | 235 |
|
|
2021
Q4 | $280K | Sell |
1,343
-494
| -27% | -$103K | 0.1% | 180 |
|
|
2021
Q3 | $360K | Buy |
1,837
+286
| +18% | +$56K | 0.14% | 140 |
|
|
2021
Q2 | $292K | Buy |
1,551
+4
| +0.3% | +$753 | 0.12% | 152 |
|
|
2021
Q1 | $281K | Sell |
1,547
-189
| -11% | -$34.3K | 0.14% | 144 |
|
|
2020
Q4 | $258K | Buy |
+1,736
| New | +$258K | 0.15% | 122 |
|
|
2020
Q3 | – | Sell |
-1,497
| Closed | -$224K | – | 132 |
|
|
2020
Q2 | $224K | Buy |
1,497
+504
| +51% | +$75.4K | 0.16% | 128 |
|
|
2020
Q1 | $132K | Buy |
993
+581
| +141% | +$77.2K | 0.1% | 154 |
|
|
2019
Q4 | $73K | Buy |
+412
| New | +$73K | 0.05% | 180 |
|