Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-939
| Closed | -$146K | – | 534 |
|
|
2016
Q3 | $146K | Sell |
939
-237
| -20% | -$36.9K | 0.05% | 269 |
|
|
2016
Q2 | $164K | Sell |
1,176
-12
| -1% | -$1.67K | 0.06% | 243 |
|
|
2016
Q1 | $156K | Sell |
1,188
-26
| -2% | -$3.41K | 0.07% | 226 |
|
|
2015
Q4 | $167K | Buy |
1,214
+53
| +5% | +$7.29K | 0.07% | 214 |
|
|
2015
Q3 | $160K | Buy |
1,161
+10
| +0.9% | +$1.38K | 0.07% | 212 |
|
|
2015
Q2 | $163K | Buy |
1,151
+5
| +0.4% | +$708 | 0.06% | 216 |
|
|
2015
Q1 | $155K | Buy |
+1,146
| New | +$155K | 0.06% | 226 |
|