KCFA
Key Client Fiduciary Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+733
| New | +$214K | 0.09% | 185 |
|
|
2025
Q1 | – | Sell |
-762
| Closed | -$201K | – | 193 |
|
|
2024
Q4 | $201K | Sell |
762
-48
| -6% | -$12.6K | 0.09% | 181 |
|
|
2024
Q3 | $245K | Buy |
810
+11
| +1% | +$3.33K | 0.11% | 169 |
|
|
2024
Q2 | $232K | Buy |
799
+17
| +2% | +$4.94K | 0.12% | 160 |
|
|
2024
Q1 | $221K | Buy |
+782
| New | +$221K | 0.12% | 161 |
|