West Coast Financial’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 |
-696
| Closed | -$202K | – | 176 |
|
|
2024
Q2 | $202K | Sell |
696
-28
| -4% | -$8.12K | 0.02% | 164 |
|
|
2024
Q1 | $205K | Buy |
+724
| New | +$205K | 0.02% | 160 |
|
|
2023
Q3 | – | Sell |
-965
| Closed | -$208K | – | 145 |
|
|
2023
Q2 | $208K | Buy |
+965
| New | +$208K | 0.03% | 147 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$246K | – | 116 |
|
|
2018
Q3 | $246K | Sell |
1,200
-55
| -4% | -$11.3K | 0.06% | 119 |
|
|
2018
Q2 | $234K | Hold |
1,255
| – | – | 0.06% | 99 |
|
|
2018
Q1 | $277K | Sell |
1,255
-245
| -16% | -$54.1K | 0.08% | 93 |
|
|
2017
Q4 | $305K | Sell |
1,500
-193
| -11% | -$39.2K | 0.09% | 93 |
|
|
2017
Q3 | $348K | Buy |
1,693
+193
| +13% | +$39.7K | 0.09% | 109 |
|
|
2017
Q2 | $297K | Sell |
1,500
-500
| -25% | -$99K | 0.09% | 95 |
|
|
2017
Q1 | $374K | Hold |
2,000
| – | – | 0.12% | 94 |
|
|
2016
Q4 | $345K | Hold |
2,000
| – | – | 0.11% | 97 |
|
|
2016
Q3 | $310K | Buy |
+2,000
| New | +$310K | 0.1% | 107 |
|