LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $75K | Hold |
400
| – | – | 0.04% | 169 |
|
|
2016
Q4 | $69K | Sell |
400
-170
| -30% | -$29.3K | 0.04% | 169 |
|
|
2016
Q3 | $88K | Hold |
570
| – | – | 0.05% | 160 |
|
|
2016
Q2 | $79K | Hold |
570
| – | – | 0.04% | 167 |
|
|
2016
Q1 | $75K | Sell |
570
-170
| -23% | -$22.4K | 0.04% | 171 |
|
|
2015
Q4 | $102K | Sell |
740
-150
| -17% | -$20.7K | 0.06% | 159 |
|
|
2015
Q3 | $123K | Buy |
890
+94
| +12% | +$13K | 0.08% | 133 |
|
|
2015
Q2 | $113K | Sell |
796
-2,105
| -73% | -$299K | 0.07% | 127 |
|
|
2015
Q1 | $394K | Hold |
2,901
| – | – | 0.25% | 68 |
|
|
2014
Q4 | $399K | Buy |
2,901
+850
| +41% | +$117K | 0.26% | 55 |
|
|
2014
Q3 | $261K | Sell |
2,051
-400
| -16% | -$50.9K | 0.18% | 67 |
|
|
2014
Q2 | $286K | Sell |
2,451
-160
| -6% | -$18.7K | 0.23% | 62 |
|
|
2014
Q1 | $284K | Buy |
2,611
+550
| +27% | +$59.8K | 0.23% | 64 |
|
|
2013
Q4 | $197K | Buy |
+2,061
| New | +$197K | 0.16% | 77 |
|