Next Financial Group’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 | $2.48M | Buy |
11,904
+2,307
| +24% | +$481K | 0.16% | 139 |
|
|
2021
Q3 | $1.88M | Buy |
9,597
+6,834
| +247% | +$1.34M | 0.15% | 155 |
|
|
2021
Q2 | $520K | Buy |
2,763
+44
| +2% | +$8.28K | 0.04% | 447 |
|
|
2021
Q1 | $494K | Sell |
2,719
-160
| -6% | -$29.1K | 0.04% | 426 |
|
|
2020
Q4 | $428K | Buy |
2,879
+108
| +4% | +$16.1K | 0.04% | 431 |
|
|
2020
Q3 | $383K | Buy |
2,771
+853
| +44% | +$118K | 0.04% | 415 |
|
|
2020
Q2 | $287K | Buy |
1,918
+800
| +72% | +$120K | 0.03% | 434 |
|
|
2020
Q1 | $148K | Buy |
1,118
+518
| +86% | +$68.6K | 0.02% | 634 |
|
|
2019
Q4 | $106K | Sell |
600
-485
| -45% | -$85.7K | 0.01% | 915 |
|
|
2019
Q3 | $198K | Buy |
1,085
+819
| +308% | +$149K | 0.02% | 680 |
|
|
2019
Q2 | $48K | Buy |
266
+218
| +454% | +$39.3K | 0.01% | 1180 |
|
|
2019
Q1 | $8K | Sell |
48
-217
| -82% | -$36.2K | ﹤0.01% | 1159 |
|
|
2018
Q4 | $42K | Sell |
265
-31
| -10% | -$4.91K | 0.01% | 854 |
|
|
2018
Q3 | $61K | Buy |
+296
| New | +$61K | 0.03% | 494 |
|
|
2018
Q2 | – | Sell |
-1,109
| Closed | -$245K | – | 326 |
|
|
2018
Q1 | $245K | Sell |
1,109
-100
| -8% | -$22.1K | 0.05% | 344 |
|
|
2017
Q4 | $246K | Sell |
1,209
-2,906
| -71% | -$591K | 0.11% | 218 |
|
|
2017
Q3 | $878K | Buy |
4,115
+151
| +4% | +$32.2K | 0.24% | 98 |
|
|
2017
Q2 | $785K | Buy |
3,964
+121
| +3% | +$24K | 0.19% | 124 |
|
|
2017
Q1 | $745K | Sell |
3,843
-169
| -4% | -$32.8K | 0.21% | 110 |
|
|
2016
Q4 | $693K | Buy |
4,012
+251
| +7% | +$43.4K | 0.12% | 188 |
|
|
2016
Q3 | $584K | Buy |
3,761
+1,418
| +61% | +$220K | 0.11% | 213 |
|
|
2016
Q2 | $326K | Buy |
2,343
+300
| +15% | +$41.7K | 0.1% | 201 |
|
|
2016
Q1 | $268K | Buy |
2,043
+143
| +8% | +$18.8K | 0.09% | 218 |
|
|
2015
Q4 | $260K | Buy |
1,900
+768
| +68% | +$105K | 0.1% | 217 |
|
|
2015
Q3 | $156K | Hold |
1,132
| – | – | 0.06% | 333 |
|
|
2015
Q2 | $160K | Hold |
1,132
| – | – | 0.06% | 349 |
|
|
2015
Q1 | $153K | Hold |
1,132
| – | – | 0.05% | 364 |
|
|
2014
Q4 | $156K | Sell |
1,132
-317
| -22% | -$43.7K | 0.05% | 345 |
|
|
2014
Q3 | $184K | Buy |
1,449
+1,211
| +509% | +$154K | 0.04% | 477 |
|
|
2014
Q2 | $28K | Buy |
+238
| New | +$28K | 0.01% | 495 |
|