Independent Solutions 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
Q2 | – | Sell |
-1,662
| Closed | -$379K | – | 225 |
|
|
2023
Q1 | $379K | Buy |
1,662
+49
| +3% | +$11.2K | 0.11% | 138 |
|
|
2022
Q4 | $400K | Buy |
1,613
+47
| +3% | +$11.7K | 0.12% | 134 |
|
|
2022
Q3 | $332K | Buy |
1,566
+226
| +17% | +$48K | 0.11% | 150 |
|
|
2022
Q2 | $296K | Buy |
+1,340
| New | +$296K | 0.09% | 165 |
|
|
2020
Q4 | – | Sell |
-1,741
| Closed | -$241K | – | 180 |
|
|
2020
Q3 | $241K | Buy |
1,741
+21
| +1% | +$2.91K | 0.09% | 150 |
|
|
2020
Q2 | $257K | Buy |
+1,720
| New | +$257K | 0.11% | 130 |
|