KWM
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Keebeck Wealth Management’s General Dynamics GD Stock Holding History

Keebeck Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,746
Closed -$1.63M – 238
2022
Q1 		$1.63M Hold
6,746
– – 0.27% 88
2021
Q4 		$1.41M Hold
6,746
– – 0.25% 88
2021
Q3 		$1.32M Hold
6,746
– – 0.26% 86
2021
Q2 		$1.27M Hold
6,746
– – 0.18% 99
2021
Q1 		$1.23M Buy
6,746
+600
+10% +$98K 0.19% 92
2020
Q4 		$915K Sell
6,146
-335
-5% -$49K 0.16% 103
2020
Q3 		$897K Buy
6,481
+335
+5% +$49.5K 0.19% 83
2020
Q2 		$918K Sell
6,146
-125
-2% -$17.7K 0.29% 69
2020
Q1 		$829K Sell
6,271
-68
-1% -$11.3K 0.34% 61
2019
Q4 		$1.12M Buy
+6,339
New +$1.14M 0.35% 58

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