Financial Synergies Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-102
| Closed | -$28.9K | – | 211 |
|
|
2024
Q1 | $28.9K | Buy |
+102
| New | +$28.9K | ﹤0.01% | 163 |
|
|
2023
Q4 | – | Sell |
-102
| Closed | -$22.5K | – | 500 |
|
|
2023
Q3 | $22.5K | Buy |
102
+1
| +1% | +$221 | ﹤0.01% | 162 |
|
|
2023
Q2 | $21.8K | Hold |
101
| – | – | ﹤0.01% | 157 |
|
|
2023
Q1 | $23.1K | Buy |
+101
| New | +$23.1K | ﹤0.01% | 162 |
|