Kowal Investment Group’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $940K | Buy |
3,110
+61
| +2% | +$18.4K | 0.17% | 80 |
|
|
2024
Q2 | $885K | Buy |
3,049
+327
| +12% | +$94.9K | 0.18% | 77 |
|
|
2024
Q1 | $769K | Buy |
2,722
+189
| +7% | +$53.4K | 0.17% | 77 |
|
|
2023
Q4 | $658K | Buy |
2,533
+174
| +7% | +$45.2K | 0.15% | 78 |
|
|
2023
Q3 | $521K | Buy |
2,359
+30
| +1% | +$6.63K | 0.14% | 83 |
|
|
2023
Q2 | $501K | Buy |
2,329
+925
| +66% | +$199K | 0.13% | 82 |
|
|
2023
Q1 | $320K | Sell |
1,404
-654
| -32% | -$149K | 0.09% | 108 |
|
|
2022
Q4 | $511K | Buy |
2,058
+232
| +13% | +$57.6K | 0.15% | 77 |
|
|
2022
Q3 | $387K | Buy |
1,826
+240
| +15% | +$50.9K | 0.13% | 83 |
|
|
2022
Q2 | $351K | Buy |
1,586
+642
| +68% | +$142K | 0.12% | 91 |
|
|
2022
Q1 | $228K | Buy |
+944
| New | +$228K | 0.07% | 115 |
|
|
2021
Q4 | – | Sell |
-155
| Closed | -$30K | – | 432 |
|
|
2021
Q3 | $30K | Buy |
+155
| New | +$30K | 0.01% | 311 |
|