First Personal Financial Services’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $182K | Buy |
601
+1
| +0.2% | +$302 | 0.04% | 130 |
|
|
2024
Q2 | $174K | Hold |
600
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $169K | Hold |
600
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $156K | Hold |
600
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $133K | Hold |
600
| – | – | 0.03% | 133 |
|
|
2023
Q2 | $129K | Hold |
600
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $137K | Sell |
600
-96
| -14% | -$21.9K | 0.04% | 129 |
|
|
2022
Q4 | $173K | Hold |
696
| – | – | 0.05% | 119 |
|
|
2022
Q3 | $148K | Hold |
696
| – | – | 0.04% | 120 |
|
|
2022
Q2 | $154K | Hold |
696
| – | – | 0.04% | 114 |
|
|
2022
Q1 | $168K | Sell |
696
-1
| -0.1% | -$241 | 0.04% | 120 |
|
|
2021
Q4 | $145K | Buy |
+697
| New | +$145K | 0.03% | 132 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$2K | – | 385 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 406 |
|
|
2019
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 635 |
|
|
2018
Q2 | – | Sell |
-262
| Closed | -$58K | – | 769 |
|
|
2018
Q1 | $58K | Sell |
262
-71
| -21% | -$15.7K | 0.01% | 408 |
|
|
2017
Q4 | $68K | Sell |
333
-1,034
| -76% | -$211K | 0.01% | 410 |
|
|
2017
Q3 | $281K | Buy |
1,367
+151
| +12% | +$31K | 0.06% | 187 |
|
|
2017
Q2 | $241K | Buy |
1,216
+223
| +22% | +$44.2K | 0.05% | 201 |
|
|
2017
Q1 | $186K | Sell |
993
-448
| -31% | -$83.9K | 0.04% | 203 |
|
|
2016
Q4 | $249K | Buy |
1,441
+1,118
| +346% | +$193K | 0.07% | 168 |
|
|
2016
Q3 | $50K | Hold |
323
| – | – | 0.01% | 273 |
|
|
2016
Q2 | $45K | Buy |
+323
| New | +$45K | 0.02% | 282 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | -$2K | – | 342 |
|
|
2015
Q4 | $2K | Sell |
15
-25
| -63% | -$3.33K | ﹤0.01% | 366 |
|
|
2015
Q3 | $6K | Sell |
40
-34
| -46% | -$5.1K | ﹤0.01% | 311 |
|
|
2015
Q2 | $11K | Hold |
74
| – | – | 0.01% | 274 |
|
|
2015
Q1 | $11K | Hold |
74
| – | – | 0.01% | 270 |
|
|
2014
Q4 | $10K | Buy |
+74
| New | +$10K | 0.01% | 253 |
|