HCR Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-17,878
| Closed | -$192K | – | 167 |
|
|
2019
Q1 | $192K | Buy |
+17,878
| New | +$192K | 0.06% | 163 |
|
|
2018
Q4 | – | Sell |
-1,109
| Closed | -$226K | – | 161 |
|
|
2018
Q3 | $226K | Sell |
1,109
-60
| -5% | -$12.2K | 0.07% | 140 |
|
|
2018
Q2 | $224K | Sell |
1,169
-100
| -8% | -$19.2K | 0.07% | 152 |
|
|
2018
Q1 | $280K | Buy |
1,269
+110
| +9% | +$24.3K | 0.1% | 138 |
|
|
2017
Q4 | $236K | Sell |
1,159
-44
| -4% | -$8.96K | 0.08% | 150 |
|
|
2017
Q3 | $247K | Hold |
1,203
| – | – | 0.1% | 138 |
|
|
2017
Q2 | $238K | Sell |
1,203
-25
| -2% | -$4.95K | 0.12% | 119 |
|
|
2017
Q1 | $230K | Buy |
1,228
+39
| +3% | +$7.31K | 0.12% | 131 |
|
|
2016
Q4 | $205K | Buy |
+1,189
| New | +$205K | 0.11% | 135 |
|