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West Oak Capital’s General Dynamics GD Stock Holding History

West Oak Capital’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,275
Closed -$233K – 294
2019
Q3 		$233K Hold
1,275
– – 0.14% 99
2019
Q2 		$232K Sell
1,275
-20
-2% -$3.44K 0.14% 100
2019
Q1 		$219K Hold
1,295
– – 0.14% 103
2018
Q4 		$204K Hold
1,295
– – 0.14% 104
2018
Q3 		$265K Hold
1,295
– – 0.15% 102
2018
Q2 		$241K Hold
1,295
– – 0.15% 104
2018
Q1 		$286K Sell
1,295
-375
-22% -$81.6K 0.17% 100
2017
Q4 		$340K Hold
1,670
– – 0.21% 96
2017
Q3 		$343K Sell
1,670
-25
-1% -$5.01K 0.2% 99
2017
Q2 		$336K Sell
1,695
-50
-3% -$9.79K 0.2% 100
2017
Q1 		$327K Buy
1,745
+1,670
+2,227% +$309K 0.2% 93
2016
Q4 		$12.9K Hold
75
– – 0.01% 271
2016
Q3 		$11.6K Hold
75
– – 0.01% 288
2016
Q2 		$10.4K Buy
+75
New +$10.5K 0.01% 264

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