Hefty Wealth Partners’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $107K | Sell |
485
-4,702
| -91% | -$1.04M | 0.07% | 103 |
|
|
2017
Q4 | $1.06M | Buy |
5,187
+133
| +3% | +$27.1K | 0.65% | 41 |
|
|
2017
Q3 | $1.04M | Buy |
5,054
+86
| +2% | +$17.7K | 0.69% | 46 |
|
|
2017
Q2 | $984K | Sell |
4,968
-833
| -14% | -$165K | 0.67% | 47 |
|
|
2017
Q1 | $1.09M | Buy |
5,801
+5,326
| +1,121% | +$997K | 0.79% | 49 |
|
|
2016
Q4 | $82K | Hold |
475
| – | – | 0.07% | 92 |
|
|
2016
Q3 | $73K | Buy |
+475
| New | +$73K | 0.06% | 106 |
|