WR Wealth Planners’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20K | Buy |
76
+5
| +7% | +$1.32K | 0.01% | 458 |
|
|
2024
Q3 | $21.5K | Buy |
71
+10
| +16% | +$3.02K | 0.01% | 470 |
|
|
2024
Q2 | $17.7K | Buy |
61
+5
| +9% | +$1.45K | 0.01% | 464 |
|
|
2024
Q1 | $15.8K | Buy |
+56
| New | +$15.8K | ﹤0.01% | 500 |
|
|
2023
Q4 | – | Sell |
-116
| Closed | -$25.6K | – | 442 |
|
|
2023
Q3 | $25.6K | Hold |
116
| – | – | 0.01% | 398 |
|
|
2023
Q2 | $25K | Sell |
116
-490
| -81% | -$105K | 0.01% | 400 |
|
|
2023
Q1 | $138K | Buy |
+606
| New | +$138K | 0.06% | 194 |
|