PFM
Parsec Financial Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,450
| Closed | -$228K | – | 241 |
|
|
2018
Q4 | $228K | Hold |
1,450
| – | – | 0.02% | 214 |
|
|
2018
Q3 | $297K | Sell |
1,450
-171
| -11% | -$35K | 0.02% | 205 |
|
|
2018
Q2 | $302K | Hold |
1,621
| – | – | 0.02% | 196 |
|
|
2018
Q1 | $358K | Hold |
1,621
| – | – | 0.02% | 194 |
|
|
2017
Q4 | $330K | Buy |
1,621
+171
| +12% | +$34.8K | 0.02% | 197 |
|
|
2017
Q3 | $298K | Hold |
1,450
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $287K | Hold |
1,450
| – | – | 0.02% | 174 |
|
|
2017
Q1 | $271K | Sell |
1,450
-50
| -3% | -$9.35K | 0.02% | 174 |
|
|
2016
Q4 | $259K | Buy |
1,500
+50
| +3% | +$8.63K | 0.02% | 185 |
|
|
2016
Q3 | $225K | Hold |
1,450
| – | – | 0.02% | 186 |
|
|
2016
Q2 | $202K | Buy |
+1,450
| New | +$202K | 0.02% | 178 |
|
|
2016
Q1 | – | Sell |
-1,750
| Closed | -$240K | – | 177 |
|
|
2015
Q4 | $240K | Buy |
1,750
+300
| +21% | +$41.1K | 0.02% | 162 |
|
|
2015
Q3 | $200K | Sell |
1,450
-13
| -0.9% | -$1.79K | 0.02% | 166 |
|
|
2015
Q2 | $207K | Buy |
+1,463
| New | +$207K | 0.02% | 162 |
|