Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $115K | Hold |
520
| – | – | 0.01% | 369 |
|
|
2023
Q2 | $112K | Hold |
520
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $119K | Buy |
+520
| New | +$119K | 0.01% | 379 |
|
|
2019
Q2 | – | Sell |
-434
| Closed | -$73K | – | 391 |
|
|
2019
Q1 | $73K | Buy |
+434
| New | +$73K | 0.03% | 286 |
|
|
2018
Q4 | – | Sell |
-692
| Closed | -$142K | – | 232 |
|
|
2018
Q3 | $142K | Buy |
692
+265
| +62% | +$54.4K | 0.06% | 215 |
|
|
2018
Q2 | $80K | Sell |
427
-35
| -8% | -$6.56K | 0.03% | 282 |
|
|
2018
Q1 | $102K | Hold |
462
| – | – | 0.05% | 251 |
|
|
2017
Q4 | $94K | Buy |
+462
| New | +$94K | 0.05% | 285 |
|