TRUE Private Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-998
| Closed | -$259K | – | 292 |
|
|
2023
Q4 | $259K | Buy |
+998
| New | +$259K | 0.03% | 238 |
|
|
2023
Q2 | – | Sell |
-1,105
| Closed | -$252K | – | 245 |
|
|
2023
Q1 | $252K | Sell |
1,105
-2
| -0.2% | -$456 | 0.04% | 194 |
|
|
2022
Q4 | $275K | Buy |
1,107
+37
| +3% | +$9.18K | 0.04% | 173 |
|
|
2022
Q3 | $227K | Buy |
1,070
+42
| +4% | +$8.91K | 0.03% | 187 |
|
|
2022
Q2 | $227K | Buy |
+1,028
| New | +$227K | 0.03% | 202 |
|
|
2021
Q1 | – | Sell |
-492
| Closed | -$73K | – | 420 |
|
|
2020
Q4 | $73K | Buy |
492
+77
| +19% | +$11.4K | 0.01% | 311 |
|
|
2020
Q3 | $57K | Hold |
415
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $62K | Buy |
415
+230
| +124% | +$34.4K | 0.01% | 299 |
|
|
2020
Q1 | $24K | Buy |
185
+47
| +34% | +$6.1K | 0.01% | 360 |
|
|
2019
Q4 | $24K | Buy |
+138
| New | +$24K | ﹤0.01% | 462 |
|
|
2019
Q3 | – | Sell |
-297
| Closed | -$54K | – | 418 |
|
|
2019
Q2 | $54K | Buy |
+297
| New | +$54K | 0.01% | 330 |
|
|
2018
Q4 | – | Sell |
-424
| Closed | -$86.9K | – | 510 |
|
|
2018
Q3 | $86.9K | Buy |
+424
| New | +$86.9K | 0.01% | 385 |
|