Security National Trust’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $28K | Hold |
150
| – | – | 0.01% | 303 |
|
2021
Q2 | $28K | Hold |
150
| – | – | 0.01% | 311 |
|
2021
Q1 | $27K | Sell |
150
-22
| -13% | -$3.96K | 0.01% | 311 |
|
2020
Q4 | $26K | Hold |
172
| – | – | 0.01% | 301 |
|
2020
Q3 | $24K | Sell |
172
-101
| -37% | -$14.1K | 0.01% | 297 |
|
2020
Q2 | $41K | Buy |
273
+50
| +22% | +$7.51K | 0.01% | 265 |
|
2020
Q1 | $30K | Buy |
223
+123
| +123% | +$16.5K | 0.01% | 279 |
|
2019
Q4 | $18K | Hold |
100
| – | – | 0.01% | 329 |
|
2019
Q3 | $18K | Hold |
100
| – | – | 0.01% | 292 |
|
2019
Q2 | $18K | Hold |
100
| – | – | 0.01% | 295 |
|
2019
Q1 | $17K | Buy |
+100
| New | +$17K | 0.01% | 301 |
|
2018
Q2 | – | Sell |
-165
| Closed | -$36K | – | 393 |
|
2018
Q1 | $36K | Sell |
165
-40
| -20% | -$8.73K | 0.01% | 274 |
|
2017
Q4 | $42K | Hold |
205
| – | – | 0.01% | 269 |
|
2017
Q3 | $42K | Hold |
205
| – | – | 0.01% | 272 |
|
2017
Q2 | $41K | Sell |
205
-60
| -23% | -$12K | 0.01% | 289 |
|
2017
Q1 | $50K | Sell |
265
-20
| -7% | -$3.77K | 0.02% | 276 |
|
2016
Q4 | $50K | Sell |
285
-30
| -10% | -$5.26K | 0.02% | 274 |
|
2016
Q3 | $49K | Sell |
315
-96
| -23% | -$14.9K | 0.02% | 278 |
|
2016
Q2 | $57K | Buy |
411
+150
| +57% | +$20.8K | 0.02% | 259 |
|
2016
Q1 | $34K | Hold |
261
| – | – | 0.01% | 293 |
|
2015
Q4 | $36K | Hold |
261
| – | – | 0.01% | 288 |
|
2015
Q3 | $36K | Buy |
+261
| New | +$36K | 0.01% | 295 |
|
2015
Q1 | – | Sell |
-20
| Closed | -$3K | – | 487 |
|
2014
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 481 |
|
2014
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 492 |
|
2014
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 504 |
|
2014
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 504 |
|
2013
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 500 |
|
2013
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 486 |
|