Wagner Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-856
| Closed | -$248K | – | 245 |
|
|
2024
Q2 | $248K | Buy |
856
+7
| +0.8% | +$2.03K | 0.07% | 114 |
|
|
2024
Q1 | $240K | Sell |
849
-113
| -12% | -$31.9K | 0.07% | 113 |
|
|
2023
Q4 | $250K | Buy |
+962
| New | +$250K | 0.08% | 108 |
|
|
2022
Q4 | – | Sell |
-143
| Closed | -$30K | – | 440 |
|
|
2022
Q3 | $30K | Hold |
143
| – | – | 0.02% | 255 |
|
|
2022
Q2 | $32K | Buy |
+143
| New | +$32K | 0.03% | 258 |
|
|
2022
Q1 | – | Sell |
-139
| Closed | -$29K | – | 388 |
|
|
2021
Q4 | $29K | Buy |
139
+58
| +72% | +$12.1K | 0.02% | 332 |
|
|
2021
Q3 | $16K | Buy |
81
+47
| +138% | +$9.28K | 0.01% | 403 |
|
|
2021
Q2 | $6K | Hold |
34
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 521 |
|
|
2018
Q3 | $471K | Buy |
2,300
+200
| +10% | +$41K | 0.31% | 71 |
|
|
2018
Q2 | $391K | Buy |
2,100
+200
| +11% | +$37.2K | 0.28% | 79 |
|
|
2018
Q1 | $420K | Buy |
1,900
+1,100
| +138% | +$243K | 0.32% | 75 |
|
|
2017
Q4 | $164K | Buy |
+800
| New | +$164K | 0.12% | 127 |
|