Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$32.6K | – | 444 |
|
|
2023
Q4 | $32.6K | Hold |
125
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $27.6K | Hold |
125
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $26.8K | Buy |
125
+1
| +0.8% | +$215 | ﹤0.01% | 379 |
|
|
2023
Q1 | $28.4K | Hold |
124
| – | – | 0.01% | 379 |
|
|
2022
Q4 | $30.8K | Sell |
124
-7
| -5% | -$1.74K | 0.01% | 361 |
|
|
2022
Q3 | $28K | Hold |
131
| – | – | 0.01% | 341 |
|
|
2022
Q2 | $29K | Buy |
131
+1
| +0.8% | +$221 | 0.01% | 341 |
|
|
2022
Q1 | $31K | Hold |
130
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $27K | Hold |
130
| – | – | ﹤0.01% | 437 |
|
|
2021
Q3 | $25K | Buy |
130
+7
| +6% | +$1.35K | ﹤0.01% | 452 |
|
|
2021
Q2 | $23K | Buy |
123
+1
| +0.8% | +$187 | ﹤0.01% | 475 |
|
|
2021
Q1 | $22K | Buy |
122
+64
| +110% | +$11.5K | ﹤0.01% | 471 |
|
|
2020
Q4 | $9K | Sell |
58
-16
| -22% | -$2.48K | ﹤0.01% | 532 |
|
|
2020
Q3 | $10K | Hold |
74
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $11K | Buy |
74
+64
| +640% | +$9.51K | ﹤0.01% | 461 |
|
|
2020
Q1 | $1K | Sell |
10
-48
| -83% | -$4.8K | ﹤0.01% | 622 |
|
|
2019
Q4 | $10K | Hold |
58
| – | – | ﹤0.01% | 483 |
|
|
2019
Q3 | $11K | Buy |
58
+1
| +2% | +$190 | ﹤0.01% | 464 |
|
|
2019
Q2 | $10K | Hold |
57
| – | – | ﹤0.01% | 490 |
|
|
2019
Q1 | $10K | Hold |
57
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $9K | Hold |
57
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $12K | Buy |
57
+1
| +2% | +$211 | ﹤0.01% | 420 |
|
|
2018
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 421 |
|
|
2018
Q1 | $12K | Hold |
56
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $11K | Hold |
56
| – | – | ﹤0.01% | 446 |
|
|
2017
Q3 | $12K | Buy |
56
+10
| +22% | +$2.14K | ﹤0.01% | 396 |
|
|
2017
Q2 | $9K | Buy |
+46
| New | +$9K | ﹤0.01% | 481 |
|
|
2016
Q3 | – | Sell |
-1,150
| Closed | -$160K | – | 676 |
|
|
2016
Q2 | $160K | Buy |
+1,150
| New | +$160K | 0.07% | 161 |
|