Lee Financial’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31
| Closed | -$8.05K | – | 419 |
|
|
2023
Q4 | $8.05K | Buy |
+31
| New | +$8.05K | ﹤0.01% | 471 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$3.23K | – | 862 |
|
|
2022
Q4 | $3.23K | Buy |
13
+9
| +225% | +$2.23K | ﹤0.01% | 607 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 758 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 786 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1K | – | 840 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 840 |
|
|
2021
Q2 | – | Sell |
-76
| Closed | -$14K | – | 673 |
|
|
2021
Q1 | $14K | Hold |
76
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $11K | Hold |
76
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $11K | Hold |
76
| – | – | ﹤0.01% | 388 |
|
|
2020
Q2 | $11K | Hold |
76
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $10K | Hold |
76
| – | – | ﹤0.01% | 295 |
|
|
2019
Q4 | $13K | Hold |
76
| – | – | ﹤0.01% | 309 |
|
|
2019
Q3 | $14K | Hold |
76
| – | – | ﹤0.01% | 289 |
|
|
2019
Q2 | $14K | Hold |
76
| – | – | ﹤0.01% | 307 |
|
|
2019
Q1 | $13K | Hold |
76
| – | – | ﹤0.01% | 303 |
|
|
2018
Q4 | $12K | Hold |
76
| – | – | ﹤0.01% | 263 |
|
|
2018
Q3 | $16K | Sell |
76
-37
| -33% | -$7.79K | ﹤0.01% | 271 |
|
|
2018
Q2 | $21K | Hold |
113
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $25K | Buy |
113
+37
| +49% | +$8.19K | 0.01% | 323 |
|
|
2017
Q4 | $15K | Hold |
76
| – | – | ﹤0.01% | 278 |
|
|
2017
Q3 | $16K | Sell |
76
-275
| -78% | -$57.9K | 0.01% | 265 |
|
|
2017
Q2 | $70K | Hold |
351
| – | – | 0.03% | 172 |
|
|
2017
Q1 | $66K | Hold |
351
| – | – | 0.03% | 158 |
|
|
2016
Q4 | $61K | Buy |
+351
| New | +$61K | 0.03% | 165 |
|