TrueWealth LLC’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $34K | Sell |
227
-3
| -1% | -$449 | 0.01% | 313 |
|
|
2020
Q1 | $30K | Sell |
230
-47
| -17% | -$6.13K | 0.01% | 307 |
|
|
2019
Q4 | $49K | Buy |
277
+7
| +3% | +$1.24K | 0.02% | 272 |
|
|
2019
Q3 | $49K | Sell |
270
-29
| -10% | -$5.26K | 0.02% | 266 |
|
|
2019
Q2 | $54K | Buy |
299
+47
| +19% | +$8.49K | 0.02% | 257 |
|
|
2019
Q1 | $43K | Hold |
252
| – | – | 0.02% | 275 |
|
|
2018
Q4 | $40K | Hold |
252
| – | – | 0.02% | 277 |
|
|
2018
Q3 | $52K | Buy |
252
+26
| +12% | +$5.37K | 0.02% | 264 |
|
|
2018
Q2 | $42K | Hold |
226
| – | – | 0.02% | 283 |
|
|
2018
Q1 | $50K | Buy |
226
+27
| +14% | +$5.97K | 0.03% | 260 |
|
|
2017
Q4 | $41K | Buy |
+199
| New | +$41K | 0.02% | 303 |
|