SWS
SYSTM Wealth Solutions’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,183
| Closed | -$633K | – | 304 |
|
|
2024
Q2 | $633K | Sell |
2,183
-1,100
| -34% | -$319K | 0.14% | 133 |
|
|
2024
Q1 | $927K | Sell |
3,283
-430
| -12% | -$121K | 0.12% | 210 |
|
|
2023
Q4 | $964K | Sell |
3,713
-465
| -11% | -$121K | 0.13% | 197 |
|
|
2023
Q3 | $923K | Sell |
4,178
-1,059
| -20% | -$234K | 0.14% | 188 |
|
|
2023
Q2 | $1.13M | Buy |
5,237
+446
| +9% | +$96K | 0.15% | 183 |
|
|
2023
Q1 | $1.09M | Sell |
4,791
-292
| -6% | -$66.6K | 0.17% | 163 |
|
|
2022
Q4 | $1.26M | Buy |
+5,083
| New | +$1.26M | 0.16% | 174 |
|