TrinityPoint Wealth’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 | $552K | Sell |
2,096
-1
| -0% | -$263 | 0.08% | 221 |
|
|
2024
Q3 | $634K | Buy |
2,097
+7
| +0.3% | +$2.12K | 0.09% | 203 |
|
|
2024
Q2 | $606K | Buy |
2,090
+103
| +5% | +$29.9K | 0.09% | 191 |
|
|
2024
Q1 | $561K | Buy |
1,987
+32
| +2% | +$9.04K | 0.09% | 188 |
|
|
2023
Q4 | $508K | Buy |
1,955
+7
| +0.4% | +$1.82K | 0.09% | 189 |
|
|
2023
Q3 | $430K | Buy |
1,948
+10
| +0.5% | +$2.21K | 0.09% | 193 |
|
|
2023
Q2 | $417K | Sell |
1,938
-28
| -1% | -$6.03K | 0.08% | 196 |
|
|
2023
Q1 | $449K | Buy |
1,966
+54
| +3% | +$12.3K | 0.1% | 182 |
|
|
2022
Q4 | $474K | Buy |
1,912
+500
| +35% | +$124K | 0.11% | 177 |
|
|
2022
Q3 | $300K | Sell |
1,412
-44
| -3% | -$9.35K | 0.07% | 204 |
|
|
2022
Q2 | $322K | Sell |
1,456
-75
| -5% | -$16.6K | 0.07% | 204 |
|
|
2022
Q1 | $369K | Sell |
1,531
-17
| -1% | -$4.1K | 0.07% | 216 |
|
|
2021
Q4 | $323K | Buy |
1,548
+28
| +2% | +$5.84K | 0.06% | 244 |
|
|
2021
Q3 | $298K | Buy |
+1,520
| New | +$298K | 0.06% | 242 |
|