Fortitude Advisory Group’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 |
-931
| Closed | -$242K | – | 225 |
|
|
2023
Q4 | $242K | Buy |
931
+11
| +1% | +$2.86K | 0.15% | 165 |
|
|
2023
Q3 | $203K | Buy |
+920
| New | +$203K | 0.14% | 176 |
|
|
2023
Q2 | – | Sell |
-973
| Closed | -$222K | – | 215 |
|
|
2023
Q1 | $222K | Buy |
973
+15
| +2% | +$3.42K | 0.17% | 168 |
|
|
2022
Q4 | $238K | Hold |
958
| – | – | 0.2% | 150 |
|
|
2022
Q3 | $203K | Buy |
958
+15
| +2% | +$3.18K | 0.19% | 164 |
|
|
2022
Q2 | $209K | Buy |
943
+108
| +13% | +$23.9K | 0.19% | 159 |
|
|
2022
Q1 | $201K | Buy |
835
+41
| +5% | +$9.87K | 0.11% | 190 |
|
|
2021
Q4 | $166K | Buy |
+794
| New | +$166K | 0.08% | 230 |
|