Wealthspire Advisors (Maryland)’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $366K | Sell |
2,645
-4,368
| -62% | -$604K | 0.01% | 317 |
|
|
2020
Q2 | $1.05M | Buy |
7,013
+340
| +5% | +$50.8K | 0.08% | 153 |
|
|
2020
Q1 | $883K | Buy |
6,673
+988
| +17% | +$131K | 0.08% | 151 |
|
|
2019
Q4 | $1M | Sell |
5,685
-104
| -2% | -$18.3K | 0.07% | 170 |
|
|
2019
Q3 | $1.06M | Buy |
5,789
+2,103
| +57% | +$384K | 0.08% | 137 |
|
|
2019
Q2 | $670K | Sell |
3,686
-446
| -11% | -$81.1K | 0.05% | 203 |
|
|
2019
Q1 | $700K | Sell |
4,132
-35
| -0.8% | -$5.93K | 0.05% | 194 |
|
|
2018
Q4 | $655K | Sell |
4,167
-144
| -3% | -$22.6K | 0.06% | 176 |
|
|
2018
Q3 | $883K | Buy |
4,311
+37
| +0.9% | +$7.58K | 0.07% | 158 |
|
|
2018
Q2 | $797K | Buy |
4,274
+492
| +13% | +$91.7K | 0.07% | 161 |
|
|
2018
Q1 | $835K | Sell |
3,782
-1,362
| -26% | -$301K | 0.08% | 151 |
|
|
2017
Q4 | $1.05M | Buy |
5,144
+638
| +14% | +$130K | 0.1% | 131 |
|
|
2017
Q3 | $926K | Sell |
4,506
-452
| -9% | -$92.9K | 0.1% | 141 |
|
|
2017
Q2 | $982K | Buy |
4,958
+1,186
| +31% | +$235K | 0.12% | 121 |
|
|
2017
Q1 | $706K | Buy |
3,772
+2,652
| +237% | +$496K | 0.1% | 131 |
|
|
2016
Q4 | $193K | Buy |
1,120
+99
| +10% | +$17.1K | 0.03% | 383 |
|
|
2016
Q3 | $158K | Buy |
1,021
+6
| +0.6% | +$929 | 0.02% | 450 |
|
|
2016
Q2 | $141K | Sell |
1,015
-464
| -31% | -$64.5K | 0.02% | 459 |
|
|
2016
Q1 | $194K | Buy |
1,479
+288
| +24% | +$37.8K | 0.03% | 368 |
|
|
2015
Q4 | $164K | Buy |
+1,191
| New | +$164K | 0.03% | 411 |
|