Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $29.7K | Hold |
130
| – | – | 0.02% | 72 |
|
|
2022
Q4 | $32.3K | Hold |
130
| – | – | 0.02% | 70 |
|
|
2022
Q3 | $32K | Hold |
130
| – | – | 0.02% | 69 |
|
|
2022
Q2 | $29K | Hold |
130
| – | – | 0.02% | 76 |
|
|
2022
Q1 | $31K | Hold |
130
| – | – | 0.02% | 61 |
|
|
2021
Q4 | $27K | Hold |
130
| – | – | 0.02% | 50 |
|
|
2021
Q3 | $25K | Hold |
130
| – | – | 0.01% | 51 |
|
|
2021
Q2 | $24K | Buy |
+130
| New | +$24K | 0.01% | 49 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$19K | – | 280 |
|
|
2020
Q4 | $19K | Hold |
130
| – | – | 0.01% | 172 |
|
|
2020
Q3 | $18K | Sell |
130
-25
| -16% | -$3.46K | 0.01% | 173 |
|
|
2020
Q2 | $23K | Sell |
155
-39
| -20% | -$5.79K | 0.02% | 146 |
|
|
2020
Q1 | $25K | Sell |
194
-10
| -5% | -$1.29K | 0.03% | 116 |
|
|
2019
Q4 | $35K | Hold |
204
| – | – | 0.03% | 104 |
|
|
2019
Q3 | $37K | Buy |
204
+40
| +24% | +$7.26K | 0.05% | 96 |
|
|
2019
Q2 | $29K | Hold |
164
| – | – | 0.04% | 109 |
|
|
2019
Q1 | $28K | Buy |
+164
| New | +$28K | 0.03% | 129 |
|