Fiduciary Financial Services of The Southwest’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $2.66M | Sell |
15,084
-1,548
| -9% | -$273K | 0.7% | 44 |
|
2019
Q3 | $3.04M | Sell |
16,632
-548
| -3% | -$100K | 0.81% | 42 |
|
2019
Q2 | $3.12M | Sell |
17,180
-772
| -4% | -$140K | 0.88% | 37 |
|
2019
Q1 | $3.04M | Sell |
17,952
-2,683
| -13% | -$454K | 0.88% | 38 |
|
2018
Q4 | $3.24M | Sell |
20,635
-1,347
| -6% | -$212K | 1.02% | 32 |
|
2018
Q3 | $4.5M | Sell |
21,982
-393
| -2% | -$80.5K | 1.25% | 29 |
|
2018
Q2 | $4.17M | Sell |
22,375
-693
| -3% | -$129K | 1.26% | 29 |
|
2018
Q1 | $5.1M | Sell |
23,068
-50
| -0.2% | -$11K | 1.56% | 20 |
|
2017
Q4 | $4.7M | Buy |
23,118
+343
| +2% | +$69.8K | 1.38% | 25 |
|
2017
Q3 | $4.68M | Buy |
22,775
+818
| +4% | +$168K | 1.4% | 22 |
|
2017
Q2 | $4.35M | Buy |
21,957
+5,456
| +33% | +$1.08M | 1.34% | 22 |
|
2017
Q1 | $3.09M | Buy |
16,501
+3,135
| +23% | +$587K | 0.98% | 35 |
|
2016
Q4 | $2.31M | Buy |
13,366
+5,428
| +68% | +$937K | 0.76% | 43 |
|
2016
Q3 | $1.23M | Buy |
7,938
+3,994
| +101% | +$620K | 0.4% | 74 |
|
2016
Q2 | $549K | Buy |
+3,944
| New | +$549K | 0.18% | 117 |
|