V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,190
| Closed | -$256K | – | 205 |
|
|
2023
Q2 | $256K | Sell |
1,190
-81
| -6% | -$17.4K | 0.04% | 314 |
|
|
2023
Q1 | $290K | Buy |
1,271
+5
| +0.4% | +$1.14K | 0.05% | 298 |
|
|
2022
Q4 | $314K | Buy |
1,266
+49
| +4% | +$12.2K | 0.07% | 272 |
|
|
2022
Q3 | $258K | Buy |
1,217
+1
| +0.1% | +$212 | 0.05% | 311 |
|
|
2022
Q2 | $269K | Hold |
1,216
| – | – | 0.05% | 333 |
|
|
2022
Q1 | $293K | Buy |
1,216
+101
| +9% | +$24.3K | 0.05% | 353 |
|
|
2021
Q4 | $232K | Buy |
1,115
+1
| +0.1% | +$208 | 0.03% | 408 |
|
|
2021
Q3 | $219K | Sell |
1,114
-85
| -7% | -$16.7K | 0.03% | 421 |
|
|
2021
Q2 | $226K | Sell |
1,199
-664
| -36% | -$125K | 0.04% | 425 |
|
|
2021
Q1 | $338K | Buy |
+1,863
| New | +$338K | 0.06% | 323 |
|
|
2017
Q3 | – | Sell |
-46
| Closed | -$9K | – | 397 |
|
|
2017
Q2 | $9K | Buy |
+46
| New | +$9K | ﹤0.01% | 586 |
|