Northstar Wealth Partners’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $530K | Sell |
3,835
-6
| -0.2% | -$829 | 0.25% | 86 |
|
|
2020
Q2 | $574K | Buy |
3,841
+1,090
| +40% | +$163K | 0.24% | 97 |
|
|
2020
Q1 | $364K | Buy |
2,751
+44
| +2% | +$5.82K | 0.18% | 110 |
|
|
2019
Q4 | $477K | Buy |
2,707
+123
| +5% | +$21.7K | 0.2% | 115 |
|
|
2019
Q3 | $472K | Buy |
2,584
+25
| +1% | +$4.57K | 0.21% | 113 |
|
|
2019
Q2 | $465K | Buy |
2,559
+80
| +3% | +$14.5K | 0.21% | 115 |
|
|
2019
Q1 | $420K | Buy |
2,479
+15
| +0.6% | +$2.54K | 0.19% | 118 |
|
|
2018
Q4 | $387K | Hold |
2,464
| – | – | 0.2% | 115 |
|
|
2018
Q3 | $504K | Buy |
2,464
+417
| +20% | +$85.3K | 0.24% | 103 |
|
|
2018
Q2 | $381K | Hold |
2,047
| – | – | 0.19% | 127 |
|
|
2018
Q1 | $452K | Sell |
2,047
-4,399
| -68% | -$971K | 0.23% | 115 |
|
|
2017
Q4 | $1.32M | Sell |
6,446
-49
| -0.8% | -$10K | 1.17% | 26 |
|
|
2017
Q3 | $1.39M | Buy |
6,495
+190
| +3% | +$40.5K | 1.35% | 21 |
|
|
2017
Q2 | $1.27M | Buy |
6,305
+195
| +3% | +$39.2K | 1.16% | 25 |
|
|
2017
Q1 | $1.14M | Buy |
+6,110
| New | +$1.14M | 1.06% | 28 |
|