PWAG
Polaris Wealth Advisory Group’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,860
| Closed | -$320K | – | 155 |
|
|
2019
Q1 | $320K | Buy |
1,860
+93
| +5% | +$16K | 0.02% | 130 |
|
|
2018
Q4 | $278K | Buy |
1,767
+44
| +3% | +$6.92K | 0.03% | 123 |
|
|
2018
Q3 | $353K | Sell |
1,723
-100,845
| -98% | -$20.7M | 0.02% | 122 |
|
|
2018
Q2 | $22.7M | Sell |
102,568
-453
| -0.4% | -$100K | 1.91% | 19 |
|
|
2018
Q1 | $22.8M | Buy |
103,021
+10,188
| +11% | +$2.25M | 1.86% | 18 |
|
|
2017
Q4 | $18.9M | Buy |
92,833
+4,259
| +5% | +$866K | 1.55% | 31 |
|
|
2017
Q3 | $18.2M | Buy |
88,574
+482
| +0.5% | +$99.1K | 1.6% | 29 |
|
|
2017
Q2 | $17.5M | Sell |
88,092
-3,096
| -3% | -$613K | 1.99% | 24 |
|
|
2017
Q1 | $17.1M | Sell |
91,188
-1,357
| -1% | -$254K | 1.86% | 25 |
|
|
2016
Q4 | $16M | Sell |
92,545
-7,381
| -7% | -$1.27M | 1.85% | 25 |
|
|
2016
Q3 | $15.5M | Buy |
99,926
+3,827
| +4% | +$594K | 1.85% | 26 |
|
|
2016
Q2 | $13.4M | Buy |
+96,099
| New | +$13.4M | 2.08% | 23 |
|
|
2015
Q2 | – | Sell |
-35,907
| Closed | -$4.87M | – | 76 |
|
|
2015
Q1 | $4.87M | Buy |
35,907
+12,330
| +52% | +$1.67M | 0.89% | 45 |
|
|
2014
Q4 | $3.25M | Buy |
23,577
+502
| +2% | +$69.1K | 0.67% | 40 |
|
|
2014
Q3 | $2.93M | Buy |
23,075
+3,210
| +16% | +$408K | 0.66% | 31 |
|
|
2014
Q2 | $2.32M | Buy |
19,865
+1,315
| +7% | +$153K | 0.52% | 39 |
|
|
2014
Q1 | $2.02M | Buy |
+18,550
| New | +$2.02M | 0.47% | 44 |
|