Smith & Howard Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$205K | – | 59 |
|
|
2018
Q3 | $205K | Buy |
+1,000
| New | +$205K | 0.09% | 47 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$221K | – | 49 |
|
|
2018
Q1 | $221K | Hold |
1,000
| – | – | 0.1% | 43 |
|
|
2017
Q4 | $203K | Hold |
1,000
| – | – | 0.1% | 39 |
|
|
2017
Q3 | $206K | Buy |
+1,000
| New | +$206K | 0.1% | 41 |
|
|
2016
Q1 | – | Sell |
-1,855
| Closed | -$255K | – | 65 |
|
|
2015
Q4 | $255K | Hold |
1,855
| – | – | 0.12% | 49 |
|
|
2015
Q3 | $256K | Sell |
1,855
-1,070
| -37% | -$148K | 0.12% | 39 |
|
|
2015
Q2 | $414K | Hold |
2,925
| – | – | 0.18% | 32 |
|
|
2015
Q1 | $397K | Buy |
2,925
+85
| +3% | +$11.5K | 0.17% | 32 |
|
|
2014
Q4 | $391K | Hold |
2,840
| – | – | 0.19% | 29 |
|
|
2014
Q3 | $361K | Hold |
2,840
| – | – | 0.19% | 27 |
|
|
2014
Q2 | $331K | Hold |
2,840
| – | – | 0.17% | 28 |
|
|
2014
Q1 | $309K | Hold |
2,840
| – | – | 0.17% | 27 |
|
|
2013
Q4 | $271K | Buy |
2,840
+280
| +11% | +$26.7K | 0.15% | 28 |
|
|
2013
Q3 | $224K | Sell |
2,560
-400
| -14% | -$35K | 0.13% | 33 |
|
|
2013
Q2 | $232K | Buy |
+2,960
| New | +$232K | 0.15% | 31 |
|