JGP 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
Q2 | – | Sell |
-8,185
| Closed | -$1.13M | – | 128 |
|
|
2020
Q1 | $1.13M | Sell |
8,185
-17,517
| -68% | -$2.41M | 0.4% | 57 |
|
|
2019
Q4 | $4.68M | Buy |
25,702
+2,531
| +11% | +$461K | 1.38% | 29 |
|
|
2019
Q3 | $4.04M | Buy |
23,171
+380
| +2% | +$66.3K | 1.4% | 31 |
|
|
2019
Q2 | $4.14M | Buy |
22,791
+558
| +3% | +$101K | 1.47% | 25 |
|
|
2019
Q1 | $3.76M | Buy |
22,233
+3,619
| +19% | +$613K | 1.43% | 30 |
|
|
2018
Q4 | $2.93M | Buy |
18,614
+420
| +2% | +$66K | 1.21% | 36 |
|
|
2018
Q3 | $3.72M | Buy |
18,194
+177
| +1% | +$36.2K | 1.49% | 20 |
|
|
2018
Q2 | $3.36M | Buy |
+18,017
| New | +$3.36M | 1.4% | 24 |
|