Roosevelt Investment Group’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-1,289
| Closed | -$285K | – | 158 |
|
2018
Q1 | $285K | Sell |
1,289
-177
| -12% | -$39.1K | 0.03% | 145 |
|
2017
Q4 | $298K | Sell |
1,466
-4,277
| -74% | -$869K | 0.03% | 154 |
|
2017
Q3 | $1.18M | Sell |
5,743
-26,055
| -82% | -$5.36M | 0.11% | 114 |
|
2017
Q2 | $6.3M | Sell |
31,798
-1,639
| -5% | -$325K | 0.58% | 57 |
|
2017
Q1 | $6.26M | Buy |
33,437
+14,898
| +80% | +$2.79M | 0.57% | 59 |
|
2016
Q4 | $3.2M | Buy |
+18,539
| New | +$3.2M | 0.28% | 89 |
|