Simplicity Wealth’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
1,856
+1,034
| +126% | +$301K | 0.02% | 440 |
|
|
2025
Q1 | $224K | Buy |
+822
| New | +$224K | 0.02% | 496 |
|
|
2024
Q4 | – | Sell |
-782
| Closed | -$236K | – | 411 |
|
|
2024
Q3 | $236K | Sell |
782
-6,656
| -89% | -$2.01M | 0.02% | 435 |
|
|
2024
Q2 | $2.16M | Buy |
7,438
+647
| +10% | +$188K | 0.05% | 343 |
|
|
2024
Q1 | $1.92M | Buy |
+6,791
| New | +$1.92M | 0.05% | 357 |
|