SFMG Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,142
| Closed | -$209K | – | 173 |
|
|
2019
Q3 | $209K | Sell |
1,142
-100
| -8% | -$18.3K | 0.03% | 144 |
|
|
2019
Q2 | $236K | Buy |
+1,242
| New | +$236K | 0.03% | 131 |
|
|
2018
Q4 | – | Sell |
-1,178
| Closed | -$208K | – | 140 |
|
|
2018
Q3 | $208K | Hold |
1,178
| – | – | 0.03% | 131 |
|
|
2018
Q2 | $220K | Buy |
1,178
+171
| +17% | +$31.9K | 0.04% | 137 |
|
|
2018
Q1 | $222K | Hold |
1,007
| – | – | 0.04% | 129 |
|
|
2017
Q4 | $205K | Buy |
+1,007
| New | +$205K | 0.03% | 133 |
|