Fortis Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-437
| Closed | -$93K | – | 271 |
|
|
2022
Q3 | $93K | Hold |
437
| – | – | 0.07% | 124 |
|
|
2022
Q2 | $97K | Hold |
437
| – | – | 0.06% | 129 |
|
|
2022
Q1 | $105K | Buy |
+437
| New | +$105K | 0.06% | 154 |
|
|
2020
Q3 | – | Sell |
-750
| Closed | -$112K | – | 162 |
|
|
2020
Q2 | $112K | Buy |
750
+191
| +34% | +$28.5K | 0.11% | 78 |
|
|
2020
Q1 | $74K | Buy |
559
+59
| +12% | +$7.81K | 0.05% | 160 |
|
|
2019
Q4 | $88K | Hold |
500
| – | – | 0.05% | 185 |
|
|
2019
Q3 | $91K | Hold |
500
| – | – | 0.04% | 184 |
|
|
2019
Q2 | $91K | Hold |
500
| – | – | 0.04% | 187 |
|
|
2019
Q1 | $85K | Hold |
500
| – | – | 0.04% | 185 |
|
|
2018
Q4 | $79K | Hold |
500
| – | – | 0.05% | 188 |
|
|
2018
Q3 | $102K | Hold |
500
| – | – | 0.06% | 148 |
|
|
2018
Q2 | $93K | Hold |
500
| – | – | 0.05% | 159 |
|
|
2018
Q1 | $110K | Hold |
500
| – | – | 0.06% | 126 |
|
|
2017
Q4 | $102K | Hold |
500
| – | – | 0.06% | 136 |
|
|
2017
Q3 | $103K | Buy |
+500
| New | +$103K | 0.07% | 116 |
|