TCI Wealth Advisors’s General Dynamics GD Stock Holding History

TCI Wealth Advisors’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$6.45K	0.01%	290
2022 Q3	$80K	Buy	377 +14	+4%	+$2.97K	0.01%	279
2022 Q2	$80K	Buy	363 +12	+3%	+$2.65K	0.01%	283
2022 Q1	$85K	Hold	351	–	–	0.01%	287
2021 Q4	$73K	Buy	351 +12	+4%	+$2.5K	0.01%	319
2021 Q3	$66K	Buy	339 +28	+9%	+$5.45K	0.01%	345
2021 Q2	$59K	Buy	311 +195	+168%	+$37K	0.01%	340
2021 Q1	$21K	Sell	116 -28	-19%	-$5.07K	0.01%	542
2020 Q4	$21K	Buy	144 +69	+92%	+$10.1K	0.01%	460
2020 Q3	$10K	Hold	75	–	–	﹤0.01%	564
2020 Q2	$11K	Sell	75 -160	-68%	-$23.5K	﹤0.01%	537
2020 Q1	$31K	Sell	235 -15	-6%	-$1.98K	0.02%	376
2019 Q4	$44K	Buy	250 +15	+6%	+$2.64K	0.02%	406
2019 Q3	$43K	Buy	235 +160	+213%	+$29.3K	0.02%	349
2019 Q2	$14K	Hold	75	–	–	0.01%	539
2019 Q1	$13K	Hold	75	–	–	0.01%	571
2018 Q4	$12K	Hold	75	–	–	0.01%	571
2018 Q3	$15K	Hold	75	–	–	0.01%	551
2018 Q2	$14K	Hold	75	–	–	0.01%	569
2018 Q1	$17K	Hold	75	–	–	0.01%	510
2017 Q4	$15K	Hold	75	–	–	0.01%	549
2017 Q3	$15K	Hold	75	–	–	0.01%	518
2017 Q2	$15K	Hold	75	–	–	0.01%	507
2017 Q1	$14K	Sell	75 -33	-31%	-$6.16K	0.01%	516
2016 Q4	$19K	Sell	108 -4	-4%	-$704	0.01%	496
2016 Q3	$17K	Buy	112 +37	+49%	+$5.62K	0.01%	470
2016 Q2	$10K	Sell	75 -180	-71%	-$24K	0.01%	568
2016 Q1	$33K	Buy	255 +130	+104%	+$16.8K	0.02%	352
2015 Q4	$17K	Sell	125 -130	-51%	-$17.7K	0.01%	465
2015 Q3	$35K	Buy	255 +130	+104%	+$17.8K	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%	-$2.24K	0.01%	370
2013 Q4	$14K	Hold	145	–	–	0.01%	378
2013 Q3	$13K	Hold	145	–	–	0.01%	335
2013 Q2	$11K	Buy	+145	New	+$11K	0.01%	359