Trek Financial’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,879
| Closed | -$568K | – | 427 |
|
|
2024
Q3 | $568K | Buy |
+1,879
| New | +$568K | 0.04% | 230 |
|
|
2023
Q3 | – | Sell |
-2,236
| Closed | -$481K | – | 306 |
|
|
2023
Q2 | $481K | Sell |
2,236
-71
| -3% | -$15.3K | 0.04% | 172 |
|
|
2023
Q1 | $526K | Buy |
2,307
+468
| +25% | +$107K | 0.05% | 157 |
|
|
2022
Q4 | $456K | Buy |
1,839
+75
| +4% | +$18.6K | 0.05% | 152 |
|
|
2022
Q3 | $374K | Sell |
1,764
-842
| -32% | -$179K | 0.04% | 149 |
|
|
2022
Q2 | $577K | Buy |
+2,606
| New | +$577K | 0.06% | 128 |
|