MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-446
| Closed | -$111K | – | 296 |
|
|
2022
Q4 | $111K | Buy |
+446
| New | +$111K | 0.04% | 105 |
|
|
2019
Q2 | – | Sell |
-2,700
| Closed | -$465K | – | 48 |
|
|
2019
Q1 | $465K | Buy |
+2,700
| New | +$465K | 0.35% | 33 |
|
|
2018
Q4 | – | Sell |
-1,325
| Closed | -$272K | – | 240 |
|
|
2018
Q3 | $272K | Sell |
1,325
-8
| -0.6% | -$1.64K | 0.18% | 33 |
|
|
2018
Q2 | $249K | Sell |
1,333
-554
| -29% | -$103K | 0.18% | 40 |
|
|
2018
Q1 | $416K | Buy |
1,887
+46
| +2% | +$10.1K | 0.32% | 28 |
|
|
2017
Q4 | $374K | Sell |
1,841
-3
| -0.2% | -$609 | 0.29% | 28 |
|
|
2017
Q3 | $379K | Hold |
1,844
| – | – | 0.31% | 28 |
|
|
2017
Q2 | $365K | Sell |
1,844
-2
| -0.1% | -$396 | 0.32% | 27 |
|
|
2017
Q1 | $345K | Sell |
1,846
-2
| -0.1% | -$374 | 0.31% | 28 |
|
|
2016
Q4 | $319K | Hold |
1,848
| – | – | 0.3% | 28 |
|
|
2016
Q3 | $286K | Hold |
1,848
| – | – | 0.27% | 31 |
|
|
2016
Q2 | $257K | Buy |
1,848
+2
| +0.1% | +$278 | 0.24% | 33 |
|
|
2016
Q1 | $242K | Buy |
1,846
+10
| +0.5% | +$1.31K | 0.23% | 33 |
|
|
2015
Q4 | $257K | Buy |
+1,836
| New | +$257K | 0.24% | 33 |
|