Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-174
| Closed | -$34K | – | 520 |
|
|
2021
Q3 | $34K | Buy |
174
+18
| +12% | +$3.52K | 0.01% | 505 |
|
|
2021
Q2 | $29K | Buy |
156
+1
| +0.6% | +$186 | 0.01% | 424 |
|
|
2021
Q1 | $22K | Hold |
155
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $22K | Buy |
155
+12
| +8% | +$1.7K | 0.01% | 439 |
|
|
2020
Q3 | $20K | Buy |
143
+1
| +0.7% | +$140 | 0.01% | 400 |
|
|
2020
Q2 | $21K | Sell |
142
-7
| -5% | -$1.04K | 0.01% | 374 |
|
|
2020
Q1 | $20K | Sell |
149
-39
| -21% | -$5.24K | 0.02% | 356 |
|
|
2019
Q4 | $33K | Buy |
188
+35
| +23% | +$6.14K | 0.03% | 326 |
|
|
2019
Q3 | $28K | Buy |
153
+22
| +17% | +$4.03K | 0.03% | 335 |
|
|
2019
Q2 | $24K | Hold |
131
| – | – | 0.02% | 377 |
|
|
2019
Q1 | $22K | Buy |
131
+1
| +0.8% | +$168 | 0.02% | 334 |
|
|
2018
Q4 | $20K | Buy |
+130
| New | +$20K | 0.01% | 327 |
|