Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,788
| Closed | -$417K | – | 425 |
|
|
2020
Q2 | $417K | Buy |
2,788
+30
| +1% | +$4.49K | 0.1% | 271 |
|
|
2020
Q1 | $365K | Sell |
2,758
-29
| -1% | -$3.84K | 0.11% | 239 |
|
|
2019
Q4 | $491K | Buy |
2,787
+92
| +3% | +$16.2K | 0.11% | 254 |
|
|
2019
Q3 | $492K | Sell |
2,695
-12
| -0.4% | -$2.19K | 0.12% | 238 |
|
|
2019
Q2 | $492K | Buy |
2,707
+177
| +7% | +$32.2K | 0.11% | 256 |
|
|
2019
Q1 | $428K | Buy |
+2,530
| New | +$428K | 0.09% | 269 |
|
|
2017
Q3 | – | Sell |
-1,093
| Closed | -$219K | – | 297 |
|
|
2017
Q2 | $219K | Buy |
+1,093
| New | +$219K | 0.06% | 361 |
|