TCI Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-351
| Closed | -$80.1K | – | 988 |
|
|
2023
Q1 | $80.1K | Hold |
351
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $87.1K | Sell |
351
-26
| -7% | -$6.34K | 0.01% | 290 |
|
|
2022
Q3 | $80K | Buy |
377
+14
| +4% | +$3.16K | 0.01% | 279 |
|
|
2022
Q2 | $80K | Buy |
363
+12
| +3% | +$2.76K | 0.01% | 284 |
|
|
2022
Q1 | $85K | Hold |
351
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $73K | Buy |
351
+12
| +4% | +$2.42K | 0.01% | 319 |
|
|
2021
Q3 | $66K | Buy |
339
+28
| +9% | +$5.48K | 0.01% | 360 |
|
|
2021
Q2 | $59K | Buy |
311
+195
| +168% | +$36.8K | 0.01% | 358 |
|
|
2021
Q1 | $21K | Sell |
116
-28
| -19% | -$4.57K | 0.01% | 560 |
|
|
2020
Q4 | $21K | Buy |
144
+69
| +92% | +$10.1K | 0.01% | 484 |
|
|
2020
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 581 |
|
|
2020
Q2 | $11K | Sell |
75
-160
| -68% | -$22.6K | ﹤0.01% | 549 |
|
|
2020
Q1 | $31K | Sell |
235
-15
| -6% | -$2.49K | 0.02% | 386 |
|
|
2019
Q4 | $44K | Buy |
250
+15
| +6% | +$2.69K | 0.02% | 410 |
|
|
2019
Q3 | $43K | Buy |
235
+160
| +213% | +$29.7K | 0.02% | 353 |
|
|
2019
Q2 | $14K | Hold |
75
| – | – | 0.01% | 543 |
|
|
2019
Q1 | $13K | Hold |
75
| – | – | 0.01% | 577 |
|
|
2018
Q4 | $12K | Hold |
75
| – | – | 0.01% | 579 |
|
|
2018
Q3 | $15K | Hold |
75
| – | – | 0.01% | 561 |
|
|
2018
Q2 | $14K | Hold |
75
| – | – | 0.01% | 569 |
|
|
2018
Q1 | $17K | Hold |
75
| – | – | 0.01% | 513 |
|
|
2017
Q4 | $15K | Hold |
75
| – | – | 0.01% | 549 |
|
|
2017
Q3 | $15K | Hold |
75
| – | – | 0.01% | 519 |
|
|
2017
Q2 | $15K | Hold |
75
| – | – | 0.01% | 507 |
|
|
2017
Q1 | $14K | Sell |
75
-33
| -31% | -$6.1K | 0.01% | 516 |
|
|
2016
Q4 | $19K | Sell |
108
-4
| -4% | -$654 | 0.01% | 496 |
|
|
2016
Q3 | $17K | Buy |
112
+37
| +49% | +$5.51K | 0.01% | 470 |
|
|
2016
Q2 | $10K | Sell |
75
-180
| -71% | -$25.1K | 0.01% | 568 |
|
|
2016
Q1 | $33K | Buy |
255
+130
| +104% | +$17.2K | 0.02% | 352 |
|
|
2015
Q4 | $17K | Sell |
125
-130
| -51% | -$18.6K | 0.01% | 465 |
|
|
2015
Q3 | $35K | Buy |
255
+130
| +104% | +$18.8K | 0.02% | 321 |
|
|
2015
Q2 | $18K | Hold |
125
| – | – | 0.01% | 421 |
|
|
2015
Q1 | $17K | Hold |
125
| – | – | 0.01% | 370 |
|
|
2014
Q4 | $17K | Hold |
125
| – | – | 0.01% | 371 |
|
|
2014
Q3 | $16K | Hold |
125
| – | – | 0.01% | 365 |
|
|
2014
Q2 | $15K | Hold |
125
| – | – | 0.01% | 389 |
|
|
2014
Q1 | $14K | Sell |
125
-20
| -14% | -$2.07K | 0.01% | 370 |
|
|
2013
Q4 | $14K | Hold |
145
| – | – | 0.01% | 379 |
|
|
2013
Q3 | $13K | Hold |
145
| – | – | 0.01% | 335 |
|
|
2013
Q2 | $11K | Buy |
+145
| New | +$10.8K | 0.01% | 360 |
|
Other funds holding GD
LAMI
