LFS
Legacy Financial Strategies’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,911
| Closed | -$2.21M | – | 73 |
|
|
2022
Q4 | $2.21M | Buy |
8,911
+460
| +5% | +$114K | 0.91% | 19 |
|
|
2022
Q3 | $1.79M | Sell |
8,451
-436
| -5% | -$92.5K | 0.83% | 21 |
|
|
2022
Q2 | $1.97M | Buy |
8,887
+305
| +4% | +$67.5K | 0.97% | 16 |
|
|
2022
Q1 | $2.07M | Sell |
8,582
-41
| -0.5% | -$9.89K | 0.88% | 17 |
|
|
2021
Q4 | $1.8M | Buy |
8,623
+207
| +2% | +$43.2K | 0.78% | 23 |
|
|
2021
Q3 | $1.65M | Buy |
8,416
+432
| +5% | +$84.7K | 0.78% | 18 |
|
|
2021
Q2 | $1.5M | Buy |
7,984
+380
| +5% | +$71.5K | 0.72% | 23 |
|
|
2021
Q1 | $1.38M | Buy |
7,604
+3,448
| +83% | +$626K | 0.73% | 20 |
|
|
2020
Q4 | $618K | Sell |
4,156
-1,683
| -29% | -$250K | 0.32% | 43 |
|
|
2020
Q3 | $808K | Buy |
5,839
+424
| +8% | +$58.7K | 0.47% | 39 |
|
|
2020
Q2 | $809K | Buy |
5,415
+639
| +13% | +$95.5K | 0.62% | 34 |
|
|
2020
Q1 | $632K | Buy |
4,776
+493
| +12% | +$65.2K | 0.6% | 33 |
|
|
2019
Q4 | $755K | Buy |
4,283
+408
| +11% | +$71.9K | 0.61% | 37 |
|
|
2019
Q3 | $678K | Buy |
3,875
+232
| +6% | +$40.6K | 0.6% | 32 |
|
|
2019
Q2 | $669K | Buy |
3,643
+168
| +5% | +$30.9K | 0.62% | 33 |
|
|
2019
Q1 | $588K | Buy |
3,475
+1,201
| +53% | +$203K | 0.5% | 37 |
|
|
2018
Q4 | $357K | Sell |
2,274
-382
| -14% | -$60K | 0.35% | 43 |
|
|
2018
Q3 | $478K | Buy |
2,656
+500
| +23% | +$90K | 0.49% | 35 |
|
|
2018
Q2 | $402K | Buy |
2,156
+231
| +12% | +$43.1K | 0.36% | 64 |
|
|
2018
Q1 | $425K | Buy |
+1,925
| New | +$425K | 0.42% | 49 |
|