Sullivan, Bruyette, Speros & Blaney’s General Dynamics GD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,042
Closed -$138K 328
2020
Q1
$138K Sell
1,042
-284
-21% -$37.6K 0.01% 257
2019
Q4
$234K Sell
1,326
-7
-0.5% -$1.24K 0.01% 224
2019
Q3
$244K Buy
1,333
+38
+3% +$6.96K 0.01% 207
2019
Q2
$236K Buy
1,295
+50
+4% +$9.11K 0.01% 208
2019
Q1
$211K Buy
+1,245
New +$211K 0.01% 202
2018
Q4
Sell
-1,057
Closed -$216K 196
2018
Q3
$216K Buy
+1,057
New +$216K 0.02% 156
2018
Q2
Sell
-1,140
Closed -$252K 168
2018
Q1
$252K Buy
1,140
+3
+0.3% +$663 0.02% 143
2017
Q4
$231K Buy
1,137
+4
+0.4% +$813 0.02% 150
2017
Q3
$233K Buy
+1,133
New +$233K 0.02% 142