Westbourne Investment Advisors’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 | – | Sell |
-1,510
| Closed | -$226K | – | 50 |
|
|
2020
Q2 | $226K | Sell |
1,510
-210
| -12% | -$31.4K | 0.28% | 46 |
|
|
2020
Q1 | $228K | Sell |
1,720
-370
| -18% | -$49K | 0.21% | 75 |
|
|
2019
Q4 | $369K | Hold |
2,090
| – | – | 0.25% | 74 |
|
|
2019
Q3 | $382K | Hold |
2,090
| – | – | 0.29% | 74 |
|
|
2019
Q2 | $380K | Sell |
2,090
-650
| -24% | -$118K | 0.31% | 66 |
|
|
2019
Q1 | $464K | Hold |
2,740
| – | – | 0.36% | 63 |
|
|
2018
Q4 | $431K | Buy |
2,740
+630
| +30% | +$99.1K | 0.37% | 64 |
|
|
2018
Q3 | $432K | Buy |
2,110
+275
| +15% | +$56.3K | 0.31% | 68 |
|
|
2018
Q2 | $342K | Buy |
1,835
+235
| +15% | +$43.8K | 0.29% | 73 |
|
|
2018
Q1 | $353K | Sell |
1,600
-760
| -32% | -$168K | 0.28% | 83 |
|
|
2017
Q4 | $480K | Buy |
+2,360
| New | +$480K | 0.36% | 70 |
|