Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $539K | Buy |
2,503
+49
| +2% | +$10.5K | 0.13% | 177 |
|
|
2023
Q1 | $560K | Sell |
2,454
-66
| -3% | -$15.1K | 0.14% | 172 |
|
|
2022
Q4 | $625K | Sell |
2,520
-467
| -16% | -$116K | 0.19% | 127 |
|
|
2022
Q3 | $634K | Sell |
2,987
-358
| -11% | -$76K | 0.2% | 114 |
|
|
2022
Q2 | $740K | Hold |
3,345
| – | – | 0.2% | 106 |
|
|
2022
Q1 | $807K | Sell |
3,345
-211
| -6% | -$50.9K | 0.18% | 110 |
|
|
2021
Q4 | $741K | Sell |
3,556
-3
| -0.1% | -$625 | 0.16% | 124 |
|
|
2021
Q3 | $698K | Sell |
3,559
-373
| -9% | -$73.2K | 0.16% | 120 |
|
|
2021
Q2 | $740K | Buy |
3,932
+512
| +15% | +$96.4K | 0.15% | 117 |
|
|
2021
Q1 | $621K | Buy |
3,420
+468
| +16% | +$85K | 0.14% | 131 |
|
|
2020
Q4 | $439K | Buy |
+2,952
| New | +$439K | 0.11% | 156 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$1K | – | 213 |
|
|
2019
Q4 | $1K | Sell |
8
-35
| -81% | -$4.38K | ﹤0.01% | 341 |
|
|
2019
Q3 | $8K | Hold |
43
| – | – | ﹤0.01% | 359 |
|
|
2019
Q2 | $8K | Hold |
43
| – | – | ﹤0.01% | 336 |
|
|
2019
Q1 | $7K | Hold |
43
| – | – | ﹤0.01% | 370 |
|
|
2018
Q4 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 376 |
|