MCIA
Mountain Capital Investment Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,820
| Closed | -$970K | – | 54 |
|
|
2023
Q4 | $970K | Sell |
3,820
-69
| -2% | -$17.5K | 0.33% | 20 |
|
|
2023
Q3 | $947K | Sell |
3,889
-3,519
| -48% | -$857K | 0.36% | 20 |
|
|
2023
Q2 | $1.61M | Sell |
7,408
-2,312
| -24% | -$503K | 0.61% | 28 |
|
|
2023
Q1 | $2.22M | Sell |
9,720
-19
| -0.2% | -$4.35K | 0.98% | 27 |
|
|
2022
Q4 | $2.41M | Buy |
9,739
+1,621
| +20% | +$401K | 1.1% | 23 |
|
|
2022
Q3 | $1.94M | Sell |
8,118
-251
| -3% | -$60.1K | 1.02% | 23 |
|
|
2022
Q2 | $1.85M | Buy |
8,369
+700
| +9% | +$154K | 0.92% | 28 |
|
|
2022
Q1 | $1.87M | Buy |
7,669
+114
| +2% | +$27.8K | 0.88% | 31 |
|
|
2021
Q4 | $1.6M | Buy |
7,555
+1,807
| +31% | +$382K | 0.72% | 46 |
|
|
2021
Q3 | $1.16M | Sell |
5,748
-167
| -3% | -$33.8K | 0.61% | 60 |
|
|
2021
Q2 | $1.11M | Sell |
5,915
-650
| -10% | -$122K | 0.51% | 60 |
|
|
2021
Q1 | $1.2M | Buy |
6,565
+3,261
| +99% | +$595K | 0.6% | 55 |
|
|
2020
Q4 | $502K | Buy |
+3,304
| New | +$502K | 0.3% | 96 |
|
|
2017
Q4 | – | Sell |
-248
| Closed | -$51K | – | 172 |
|
|
2017
Q3 | $51K | Sell |
248
-15
| -6% | -$3.09K | 0.05% | 119 |
|
|
2017
Q2 | $52K | Buy |
+263
| New | +$52K | 0.05% | 126 |
|