IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20
| Closed | -$5.8K | – | 142 |
|
|
2024
Q2 | $5.8K | Sell |
20
-8,378
| -100% | -$2.43M | ﹤0.01% | 250 |
|
|
2024
Q1 | $2.08M | Buy |
+8,398
| New | +$2.08M | 0.56% | 56 |
|
|
2023
Q1 | – | Sell |
-8,398
| Closed | -$2.08M | – | 121 |
|
|
2022
Q4 | $2.08M | Buy |
8,398
+40
| +0.5% | +$9.93K | 0.47% | 68 |
|
|
2022
Q3 | $1.77M | Buy |
+8,358
| New | +$1.77M | 0.46% | 73 |
|
|
2022
Q2 | – | Sell |
-10,816
| Closed | -$2.61M | – | 166 |
|
|
2022
Q1 | $2.61M | Buy |
+10,816
| New | +$2.61M | 0.5% | 73 |
|
|
2018
Q4 | – | Sell |
-19,496
| Closed | -$4.01M | – | 87 |
|
|
2018
Q3 | $4.01M | Sell |
19,496
-4,522
| -19% | -$929K | 1.43% | 28 |
|
|
2018
Q2 | $5.26M | Hold |
24,018
| – | – | 2.1% | 10 |
|
|
2018
Q1 | $5.26M | Sell |
24,018
-284
| -1% | -$62.2K | 2.13% | 10 |
|
|
2017
Q4 | $4.97M | Sell |
24,302
-709
| -3% | -$145K | 2.2% | 13 |
|
|
2017
Q3 | $5.34M | Sell |
25,011
-227
| -0.9% | -$48.5K | 1.98% | 9 |
|
|
2017
Q2 | $5.07M | Buy |
25,238
+1,211
| +5% | +$243K | 2% | 10 |
|
|
2017
Q1 | $4.47M | Buy |
24,027
+823
| +4% | +$153K | 2.75% | 9 |
|
|
2016
Q4 | $4.14M | Buy |
23,204
+264
| +1% | +$47.1K | 1.98% | 7 |
|
|
2016
Q3 | $3.56M | Buy |
+22,940
| New | +$3.56M | 1.95% | 14 |
|