WFG Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $132K | Buy |
668
+2
| +0.3% | +$395 | 0.03% | 466 |
|
|
2017
Q1 | $125K | Sell |
666
-599
| -47% | -$112K | 0.03% | 432 |
|
|
2016
Q4 | $218K | Buy |
1,265
+506
| +67% | +$87.2K | 0.05% | 362 |
|
|
2016
Q3 | $118K | Buy |
759
+6
| +0.8% | +$933 | 0.03% | 479 |
|
|
2016
Q2 | $105K | Buy |
753
+2
| +0.3% | +$279 | 0.03% | 480 |
|
|
2016
Q1 | $99K | Buy |
751
+18
| +2% | +$2.37K | 0.03% | 472 |
|
|
2015
Q4 | $101K | Sell |
733
-190
| -21% | -$26.2K | 0.03% | 468 |
|
|
2015
Q3 | $127K | Buy |
923
+43
| +5% | +$5.92K | 0.04% | 400 |
|
|
2015
Q2 | $125K | Buy |
880
+43
| +5% | +$6.11K | 0.03% | 472 |
|
|
2015
Q1 | $114K | Sell |
837
-2,765
| -77% | -$377K | 0.03% | 492 |
|
|
2014
Q4 | $496K | Sell |
3,602
-527
| -13% | -$72.6K | 0.1% | 222 |
|
|
2014
Q3 | $525K | Buy |
4,129
+206
| +5% | +$26.2K | 0.1% | 241 |
|
|
2014
Q2 | $457K | Buy |
3,923
+90
| +2% | +$10.5K | 0.09% | 270 |
|
|
2014
Q1 | $417K | Sell |
3,833
-41
| -1% | -$4.46K | 0.08% | 272 |
|
|
2013
Q4 | $370K | Buy |
3,874
+133
| +4% | +$12.7K | 0.05% | 372 |
|
|
2013
Q3 | $327K | Buy |
3,741
+249
| +7% | +$21.8K | 0.05% | 372 |
|
|
2013
Q2 | $274K | Buy |
+3,492
| New | +$274K | 0.05% | 388 |
|