WealthPLAN Partners’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 |
-108
| Closed | -$23.2K | – | 611 |
|
|
2023
Q2 | $23.2K | Buy |
108
+22
| +26% | +$4.73K | ﹤0.01% | 648 |
|
|
2023
Q1 | $19.6K | Buy |
+86
| New | +$19.6K | ﹤0.01% | 732 |
|
|
2016
Q3 | $20.2K | Sell |
132
-122
| -48% | -$18.7K | 0.01% | 480 |
|
|
2016
Q2 | $17.6K | Buy |
+254
| New | +$17.6K | ﹤0.01% | 1474 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$27K | – | 465 |
|
|
2015
Q1 | $27K | Buy |
+200
| New | +$27K | 0.01% | 294 |
|