WWA
WCG Wealth Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,349
| Closed | -$2.69M | – | 280 |
|
|
2023
Q4 | $2.69M | Sell |
10,349
-1,174
| -10% | -$305K | 0.2% | 106 |
|
|
2023
Q3 | $2.57M | Buy |
11,523
+1,519
| +15% | +$339K | 0.19% | 117 |
|
|
2023
Q2 | $2.15M | Sell |
10,004
-74
| -0.7% | -$15.9K | 0.25% | 76 |
|
|
2023
Q1 | $2.3M | Buy |
+10,078
| New | +$2.3M | 0.29% | 71 |
|
|
2022
Q4 | – | Sell |
-8,435
| Closed | -$1.94M | – | 199 |
|
|
2022
Q3 | $1.94M | Sell |
8,435
-355
| -4% | -$81.8K | 0.26% | 78 |
|
|
2022
Q2 | $1.95M | Buy |
+8,790
| New | +$1.95M | 0.27% | 72 |
|