Winslow Evans & Crocker’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $315K | Buy |
2,114
+706
| +50% | +$105K | 0.06% | 261 |
|
|
2020
Q3 | $195K | Buy |
1,408
+245
| +21% | +$33.9K | 0.05% | 267 |
|
|
2020
Q2 | $174K | Buy |
1,163
+91
| +8% | +$13.6K | 0.05% | 283 |
|
|
2020
Q1 | $144K | Buy |
1,072
+96
| +10% | +$12.9K | 0.05% | 279 |
|
|
2019
Q4 | $174K | Buy |
976
+14
| +1% | +$2.5K | 0.04% | 303 |
|
|
2019
Q3 | $178K | Buy |
962
+104
| +12% | +$19.2K | 0.05% | 296 |
|
|
2019
Q2 | $158K | Sell |
858
-140
| -14% | -$25.8K | 0.04% | 315 |
|
|
2019
Q1 | $172K | Buy |
998
+180
| +22% | +$31K | 0.05% | 299 |
|
|
2018
Q4 | $130K | Sell |
818
-16
| -2% | -$2.54K | 0.04% | 318 |
|
|
2018
Q3 | $172K | Hold |
834
| – | – | 0.05% | 280 |
|
|
2018
Q2 | $156K | Hold |
834
| – | – | 0.05% | 300 |
|
|
2018
Q1 | $184K | Sell |
834
-10
| -1% | -$2.2K | 0.06% | 263 |
|
|
2017
Q4 | $171K | Hold |
844
| – | – | 0.06% | 286 |
|
|
2017
Q3 | $173K | Buy |
844
+2
| +0.2% | +$410 | 0.06% | 280 |
|
|
2017
Q2 | $167K | Sell |
842
-2
| -0.2% | -$396 | 0.05% | 341 |
|
|
2017
Q1 | $158K | Hold |
844
| – | – | 0.05% | 333 |
|
|
2016
Q4 | $145K | Buy |
844
+426
| +102% | +$73.4K | 0.04% | 338 |
|
|
2016
Q3 | $64.7K | Sell |
418
-200
| -32% | -$31K | 0.02% | 491 |
|
|
2016
Q2 | $85.9K | Buy |
618
+1
| +0.2% | +$139 | 0.03% | 414 |
|
|
2016
Q1 | $81.1K | Sell |
617
-1
| -0.2% | -$131 | 0.02% | 410 |
|
|
2015
Q4 | $84.8K | Hold |
618
| – | – | 0.02% | 430 |
|
|
2015
Q3 | $85.1K | Sell |
618
-126
| -17% | -$17.4K | 0.03% | 410 |
|
|
2015
Q2 | $105K | Sell |
744
-374
| -33% | -$52.9K | 0.03% | 415 |
|
|
2015
Q1 | $152K | Sell |
1,118
-5,200
| -82% | -$705K | 0.04% | 342 |
|
|
2014
Q4 | $869K | Buy |
6,318
+5,400
| +588% | +$743K | 0.25% | 90 |
|
|
2014
Q3 | $117K | Buy |
918
+201
| +28% | +$25.5K | 0.03% | 398 |
|
|
2014
Q2 | $83.6K | Hold |
717
| – | – | 0.03% | 407 |
|
|
2014
Q1 | $78.1K | Hold |
717
| – | – | 0.03% | 415 |
|
|
2013
Q4 | $69K | Buy |
+717
| New | +$69K | 0.02% | 461 |
|