Omnia Family Wealth’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12
| Closed | -$2K | – | 259 |
|
|
2019
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 458 |
|
|
2018
Q4 | $2K | Sell |
12
-668
| -98% | -$111K | ﹤0.01% | 408 |
|
|
2018
Q3 | $139K | Sell |
680
-46
| -6% | -$9.4K | 0.06% | 102 |
|
|
2018
Q2 | $135K | Hold |
726
| – | – | 0.06% | 103 |
|
|
2018
Q1 | $160K | Sell |
726
-109
| -13% | -$24K | 0.07% | 95 |
|
|
2017
Q4 | $170K | Buy |
835
+109
| +15% | +$22.2K | 0.08% | 96 |
|
|
2017
Q3 | $149K | Sell |
726
-26
| -3% | -$5.34K | 0.07% | 104 |
|
|
2017
Q2 | $149K | Sell |
752
-250
| -25% | -$49.5K | 0.07% | 102 |
|
|
2017
Q1 | $188K | Buy |
1,002
+2
| +0.2% | +$375 | 0.09% | 91 |
|
|
2016
Q4 | $173K | Buy |
+1,000
| New | +$173K | 0.09% | 93 |
|