FirstPurpose Wealth’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $390K | Sell |
1,343
-29
| -2% | -$8.41K | 0.14% | 132 |
|
|
2023
Q4 | $356K | Sell |
1,372
-32
| -2% | -$8.31K | 0.14% | 137 |
|
|
2023
Q3 | $310K | Sell |
1,404
-26
| -2% | -$5.75K | 0.13% | 133 |
|
|
2023
Q2 | $308K | Sell |
1,430
-5
| -0.3% | -$1.08K | 0.13% | 135 |
|
|
2023
Q1 | $327K | Buy |
1,435
+112
| +8% | +$25.6K | 0.16% | 112 |
|
|
2022
Q4 | $328K | Sell |
1,323
-86
| -6% | -$21.3K | 0.18% | 104 |
|
|
2022
Q3 | $299K | Buy |
1,409
+155
| +12% | +$32.9K | 0.2% | 93 |
|
|
2022
Q2 | $277K | Buy |
+1,254
| New | +$277K | 0.19% | 99 |
|