PBMares Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-940
| Closed | -$244K | – | 183 |
|
|
2023
Q4 | $244K | Hold |
940
| – | – | 0.07% | 153 |
|
|
2023
Q3 | $208K | Sell |
940
-65
| -6% | -$14.4K | 0.07% | 158 |
|
|
2023
Q2 | $216K | Sell |
1,005
-29
| -3% | -$6.24K | 0.08% | 159 |
|
|
2023
Q1 | $236K | Hold |
1,034
| – | – | 0.09% | 155 |
|
|
2022
Q4 | $257K | Buy |
1,034
+4
| +0.4% | +$992 | 0.1% | 137 |
|
|
2022
Q3 | $219K | Buy |
+1,030
| New | +$219K | 0.1% | 145 |
|