LWM
Lyons Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,976
| Closed | -$818K | – | 53 |
|
|
2015
Q4 | $818K | Sell |
5,976
-315
| -5% | -$43.1K | 1.04% | 25 |
|
|
2015
Q3 | $862K | Sell |
6,291
-1,591
| -20% | -$218K | 1.11% | 18 |
|
|
2015
Q2 | $1.12M | Sell |
7,882
-763
| -9% | -$108K | 1.27% | 8 |
|
|
2015
Q1 | $1.18M | Sell |
8,645
-1,455
| -14% | -$198K | 1.28% | 15 |
|
|
2014
Q4 | $1.39M | Sell |
10,100
-739
| -7% | -$102K | 1.46% | 7 |
|
|
2014
Q3 | $1.38M | Buy |
10,839
+8,693
| +405% | +$1.1M | 1.47% | 10 |
|
|
2014
Q2 | $250K | Buy |
+2,146
| New | +$250K | 0.22% | 56 |
|