Gideon Capital Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,693
| Closed | -$2.59M | – | 80 |
|
|
2019
Q4 | $2.59M | Buy |
14,693
+7,848
| +115% | +$1.38M | 0.89% | 18 |
|
|
2019
Q3 | $1.25M | Buy |
+6,845
| New | +$1.25M | 0.41% | 88 |
|
|
2019
Q2 | – | Sell |
-3,033
| Closed | -$513K | – | 331 |
|
|
2019
Q1 | $513K | Buy |
3,033
+1,662
| +121% | +$281K | 0.18% | 161 |
|
|
2018
Q4 | $216K | Buy |
+1,371
| New | +$216K | 0.09% | 336 |
|
|
2018
Q3 | – | Sell |
-10,366
| Closed | -$1.93M | – | 402 |
|
|
2018
Q2 | $1.93M | Buy |
10,366
+4,979
| +92% | +$928K | 0.97% | 10 |
|
|
2018
Q1 | $1.19M | Buy |
+5,387
| New | +$1.19M | 0.74% | 12 |
|
|
2017
Q3 | – | Sell |
-2,617
| Closed | -$518K | – | 310 |
|
|
2017
Q2 | $518K | Buy |
2,617
+1,161
| +80% | +$230K | 0.57% | 36 |
|
|
2017
Q1 | $273K | Sell |
1,456
-1,807
| -55% | -$339K | 0.16% | 273 |
|
|
2016
Q4 | $564K | Buy |
+3,263
| New | +$564K | 0.36% | 65 |
|
|
2016
Q2 | – | Sell |
-3,607
| Closed | -$474K | – | 221 |
|
|
2016
Q1 | $474K | Sell |
3,607
-6,007
| -62% | -$789K | 0.59% | 72 |
|
|
2015
Q4 | $1.32M | Buy |
9,614
+2,591
| +37% | +$356K | 0.96% | 28 |
|
|
2015
Q3 | $969K | Buy |
+7,023
| New | +$969K | 0.57% | 64 |
|
|
2015
Q2 | – | Sell |
-9,281
| Closed | -$1.26M | – | 264 |
|
|
2015
Q1 | $1.26M | Sell |
9,281
-36,641
| -80% | -$4.97M | 0.51% | 79 |
|
|
2014
Q4 | $6.32M | Buy |
45,922
+33,644
| +274% | +$4.63M | 2.97% | 1 |
|
|
2014
Q3 | $1.56M | Sell |
12,278
-6,614
| -35% | -$840K | 0.6% | 52 |
|
|
2014
Q2 | $2.2M | Buy |
18,892
+15,268
| +421% | +$1.78M | 0.8% | 35 |
|
|
2014
Q1 | $395K | Buy |
+3,624
| New | +$395K | 0.22% | 135 |
|