WJ Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,176
| Closed | -$565K | – | 72 |
|
|
2023
Q4 | $565K | Buy |
2,176
+12
| +0.6% | +$3.12K | 0.25% | 49 |
|
|
2023
Q3 | $478K | Buy |
2,164
+14
| +0.7% | +$3.09K | 0.23% | 46 |
|
|
2023
Q2 | $463K | Buy |
2,150
+1,081
| +101% | +$233K | 0.22% | 44 |
|
|
2023
Q1 | $244K | Sell |
1,069
-1,057
| -50% | -$241K | 0.17% | 47 |
|
|
2022
Q4 | $527K | Buy |
2,126
+10
| +0.5% | +$2.48K | 0.31% | 33 |
|
|
2022
Q3 | $448K | Buy |
2,116
+12
| +0.6% | +$2.54K | 0.28% | 37 |
|
|
2022
Q2 | $466K | Buy |
2,104
+1,058
| +101% | +$234K | 0.33% | 33 |
|
|
2022
Q1 | $252K | Buy |
1,046
+5
| +0.5% | +$1.21K | 0.17% | 40 |
|
|
2021
Q4 | $217K | Buy |
1,041
+7
| +0.7% | +$1.46K | 0.13% | 52 |
|
|
2021
Q3 | $203K | Buy |
+1,034
| New | +$203K | 0.14% | 54 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$298K | – | 34 |
|
|
2020
Q2 | $298K | Buy |
+2,000
| New | +$298K | 0.21% | 40 |
|