Stevens First Principles Investment Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.38M | Buy |
7,562
+40
| +0.5% | +$7.27K | 0.8% | 35 |
|
|
2019
Q1 | $1.27M | Buy |
7,522
+325
| +5% | +$55K | 0.76% | 37 |
|
|
2018
Q4 | $1.13M | Sell |
7,197
-155
| -2% | -$24.4K | 0.77% | 37 |
|
|
2018
Q3 | $1.51M | Sell |
7,352
-18
| -0.2% | -$3.69K | 0.86% | 34 |
|
|
2018
Q2 | $1.37M | Sell |
7,370
-35
| -0.5% | -$6.53K | 0.83% | 35 |
|
|
2018
Q1 | $1.64M | Hold |
7,405
| – | – | 1% | 32 |
|
|
2017
Q4 | $1.51M | Hold |
7,405
| – | – | 0.81% | 38 |
|
|
2017
Q3 | $1.52M | Hold |
7,405
| – | – | 0.83% | 39 |
|
|
2017
Q2 | $1.47M | Sell |
7,405
-20
| -0.3% | -$3.96K | 0.87% | 39 |
|
|
2017
Q1 | $1.39M | Sell |
7,425
-125
| -2% | -$23.4K | 0.88% | 37 |
|
|
2016
Q4 | $1.3M | Sell |
7,550
-190
| -2% | -$32.8K | 0.9% | 36 |
|
|
2016
Q3 | $1.2M | Sell |
7,740
-85
| -1% | -$13.2K | 0.87% | 36 |
|
|
2016
Q2 | $1.09M | Buy |
7,825
+385
| +5% | +$53.6K | 0.81% | 36 |
|
|
2016
Q1 | $977K | Buy |
+7,440
| New | +$977K | 0.79% | 37 |
|