Joel Isaacson & Co’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-710
| Closed | -$201K | – | 353 |
|
|
2024
Q1 | $201K | Buy |
+710
| New | +$201K | 0.01% | 320 |
|
|
2019
Q3 | – | Sell |
-1,408
| Closed | -$256K | – | 207 |
|
|
2019
Q2 | $256K | Buy |
1,408
+127
| +10% | +$23.1K | 0.04% | 175 |
|
|
2019
Q1 | $217K | Sell |
1,281
-529
| -29% | -$89.6K | 0.03% | 196 |
|
|
2018
Q4 | $296K | Buy |
+1,810
| New | +$296K | 0.05% | 182 |
|
|
2017
Q1 | – | Sell |
-757
| Closed | -$131K | – | 306 |
|
|
2016
Q4 | $131K | Buy |
757
+1
| +0.1% | +$173 | 0.03% | 195 |
|
|
2016
Q3 | $117K | Buy |
756
+1
| +0.1% | +$155 | 0.02% | 215 |
|
|
2016
Q2 | $105K | Buy |
755
+1
| +0.1% | +$139 | 0.02% | 233 |
|
|
2016
Q1 | $99K | Buy |
754
+1
| +0.1% | +$131 | 0.02% | 243 |
|
|
2015
Q4 | $103K | Sell |
753
-69
| -8% | -$9.44K | 0.03% | 224 |
|
|
2015
Q3 | $113K | Buy |
822
+1
| +0.1% | +$137 | 0.03% | 212 |
|
|
2015
Q2 | $116K | Buy |
821
+107
| +15% | +$15.1K | 0.03% | 232 |
|
|
2015
Q1 | $97K | Buy |
714
+21
| +3% | +$2.85K | 0.02% | 262 |
|
|
2014
Q4 | $95K | Hold |
693
| – | – | 0.03% | 238 |
|
|
2014
Q3 | $88K | Hold |
693
| – | – | 0.03% | 225 |
|
|
2014
Q2 | $81K | Hold |
693
| – | – | 0.03% | 236 |
|
|
2014
Q1 | $75K | Sell |
693
-447
| -39% | -$48.4K | 0.03% | 240 |
|
|
2013
Q4 | $109K | Hold |
1,140
| – | – | 0.04% | 179 |
|
|
2013
Q3 | $100K | Hold |
1,140
| – | – | 0.04% | 174 |
|
|
2013
Q2 | $89K | Buy |
+1,140
| New | +$89K | 0.04% | 156 |
|