HHGA
Halbert Hargrove Global Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,986
| Closed | -$274K | – | 100 |
|
|
2015
Q3 | $274K | Sell |
1,986
-2,434
| -55% | -$336K | 0.13% | 65 |
|
|
2015
Q2 | $626K | Sell |
4,420
-102
| -2% | -$14.4K | 0.15% | 58 |
|
|
2015
Q1 | $614K | Buy |
4,522
+1,915
| +73% | +$260K | 0.2% | 61 |
|
|
2014
Q4 | $359K | Sell |
2,607
-39
| -1% | -$5.37K | 0.18% | 65 |
|
|
2014
Q3 | $336K | Buy |
2,646
+241
| +10% | +$30.6K | 0.09% | 84 |
|
|
2014
Q2 | $280K | Buy |
2,405
+6
| +0.3% | +$699 | 0.08% | 90 |
|
|
2014
Q1 | $261K | Sell |
2,399
-192
| -7% | -$20.9K | 0.08% | 97 |
|
|
2013
Q4 | $248K | Buy |
+2,591
| New | +$248K | 0.08% | 109 |
|