Montis Financial’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,075
| Closed | -$304K | – | 84 |
|
|
2024
Q1 | $304K | Hold |
1,075
| – | – | 0.14% | 65 |
|
|
2023
Q4 | $279K | Buy |
+1,075
| New | +$279K | 0.17% | 58 |
|
|
2023
Q3 | – | Sell |
-1,075
| Closed | -$231K | – | 67 |
|
|
2023
Q2 | $231K | Hold |
1,075
| – | – | 0.15% | 55 |
|
|
2023
Q1 | $245K | Hold |
1,075
| – | – | 0.19% | 52 |
|
|
2022
Q4 | $267K | Hold |
1,075
| – | – | 0.23% | 50 |
|
|
2022
Q3 | $228K | Hold |
1,075
| – | – | 0.22% | 51 |
|
|
2022
Q2 | $238K | Sell |
1,075
-3
| -0.3% | -$664 | 0.22% | 52 |
|
|
2022
Q1 | $260K | Hold |
1,078
| – | – | 0.2% | 57 |
|
|
2021
Q4 | $225K | Buy |
1,078
+25
| +2% | +$5.22K | 0.16% | 82 |
|
|
2021
Q3 | $208K | Buy |
+1,053
| New | +$208K | 0.18% | 63 |
|