Lenox Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $25K | Buy |
105
+8
| +8% | +$1.91K | ﹤0.01% | 345 |
|
|
2021
Q4 | $20K | Sell |
97
-24
| -20% | -$4.95K | ﹤0.01% | 396 |
|
|
2021
Q3 | $24K | Hold |
121
| – | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $23K | Sell |
121
-18
| -13% | -$3.42K | ﹤0.01% | 333 |
|
|
2021
Q1 | $25K | Buy |
139
+48
| +53% | +$8.63K | ﹤0.01% | 276 |
|
|
2020
Q4 | $14K | Buy |
91
+42
| +86% | +$6.46K | ﹤0.01% | 371 |
|
|
2020
Q3 | $7K | Sell |
49
-85
| -63% | -$12.1K | ﹤0.01% | 408 |
|
|
2020
Q2 | $20K | Buy |
134
+107
| +396% | +$16K | ﹤0.01% | 293 |
|
|
2020
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 451 |
|
|
2019
Q4 | $5K | Hold |
27
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $5K | Hold |
27
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 313 |
|
|
2018
Q3 | – | Sell |
-51
| Closed | -$10K | – | 451 |
|
|
2018
Q2 | $10K | Sell |
51
-16
| -24% | -$3.14K | ﹤0.01% | 358 |
|
|
2018
Q1 | $15K | Buy |
67
+51
| +319% | +$11.4K | ﹤0.01% | 300 |
|
|
2017
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 283 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$31K | – | 139 |
|
|
2016
Q3 | $31K | Hold |
200
| – | – | 0.01% | 108 |
|
|
2016
Q2 | $28K | Hold |
200
| – | – | 0.01% | 114 |
|
|
2016
Q1 | $26K | Hold |
200
| – | – | 0.01% | 120 |
|
|
2015
Q4 | $27K | Hold |
200
| – | – | 0.01% | 119 |
|
|
2015
Q3 | $28K | Hold |
200
| – | – | 0.01% | 114 |
|
|
2015
Q2 | $28K | Hold |
200
| – | – | 0.01% | 87 |
|
|
2015
Q1 | $27K | Hold |
200
| – | – | 0.01% | 106 |
|
|
2014
Q4 | $28K | Sell |
200
-65
| -25% | -$9.1K | 0.01% | 109 |
|
|
2014
Q3 | $34K | Hold |
265
| – | – | 0.02% | 101 |
|
|
2014
Q2 | $30K | Hold |
265
| – | – | 0.01% | 88 |
|
|
2014
Q1 | $29K | Hold |
265
| – | – | 0.02% | 79 |
|
|
2013
Q4 | $25K | Buy |
265
+200
| +308% | +$18.9K | 0.02% | 99 |
|
|
2013
Q3 | $6K | Hold |
65
| – | – | 0.01% | 145 |
|
|
2013
Q2 | $5K | Buy |
+65
| New | +$5K | 0.01% | 182 |
|