Rockbridge Investment 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 |
-291
| Closed | -$75.6K | – | 312 |
|
|
2023
Q4 | $75.6K | Buy |
+291
| New | +$75.6K | 0.01% | 199 |
|
|
2022
Q3 | – | Sell |
-304
| Closed | -$67.3K | – | 292 |
|
|
2022
Q2 | $67.3K | Sell |
304
-29
| -9% | -$6.42K | 0.01% | 186 |
|
|
2022
Q1 | $80.8K | Buy |
333
+17
| +5% | +$4.12K | 0.01% | 234 |
|
|
2021
Q4 | $66K | Hold |
316
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $62K | Buy |
316
+14
| +5% | +$2.75K | 0.01% | 289 |
|
|
2021
Q2 | $57K | Hold |
302
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $55K | Sell |
302
-57
| -16% | -$10.4K | 0.01% | 278 |
|
|
2020
Q4 | $53K | Buy |
359
+70
| +24% | +$10.3K | 0.01% | 275 |
|
|
2020
Q3 | $40K | Hold |
289
| – | – | 0.01% | 294 |
|
|
2020
Q2 | $43K | Buy |
+289
| New | +$43K | 0.01% | 246 |
|