Surevest’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.6M | Sell |
16,975
-17
| -0.1% | -$3.61K | 0.98% | 36 |
|
|
2022
Q2 | $3.76M | Buy |
16,992
+232
| +1% | +$51.3K | 0.99% | 40 |
|
|
2022
Q1 | $4.04M | Sell |
16,760
-7,450
| -31% | -$1.8M | 0.98% | 34 |
|
|
2021
Q4 | $5.05M | Sell |
24,210
-804
| -3% | -$168K | 1.2% | 33 |
|
|
2021
Q3 | $4.9M | Buy |
25,014
+1,353
| +6% | +$265K | 1.24% | 24 |
|
|
2021
Q2 | $4.45M | Sell |
23,661
-1,333
| -5% | -$251K | 1.16% | 41 |
|
|
2021
Q1 | $4.54M | Buy |
24,994
+426
| +2% | +$77.3K | 1.37% | 29 |
|
|
2020
Q4 | $3.66M | Buy |
24,568
+1,603
| +7% | +$239K | 1.22% | 51 |
|
|
2020
Q3 | $3.18M | Buy |
22,965
+1,808
| +9% | +$250K | 1.25% | 52 |
|
|
2020
Q2 | $3.16M | Buy |
21,157
+3,195
| +18% | +$478K | 1.4% | 27 |
|
|
2020
Q1 | $2.38M | Buy |
17,962
+6,485
| +57% | +$858K | 1.29% | 38 |
|
|
2019
Q4 | $2.02M | Buy |
11,477
+3,516
| +44% | +$620K | 0.86% | 54 |
|
|
2019
Q3 | $1.46M | Buy |
7,961
+852
| +12% | +$156K | 0.72% | 62 |
|
|
2019
Q2 | $1.29M | Buy |
7,109
+3,115
| +78% | +$567K | 0.67% | 57 |
|
|
2019
Q1 | $676K | Buy |
3,994
+1,974
| +98% | +$334K | 0.42% | 77 |
|
|
2018
Q4 | $318K | Buy |
+2,020
| New | +$318K | 0.25% | 77 |
|