YHB 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-3,393
| Closed | -$632K | – | 190 |
|
2018
Q2 | $632K | Sell |
3,393
-2,880
| -46% | -$536K | 0.1% | 129 |
|
2018
Q1 | $1.39M | Hold |
6,273
| – | – | 0.24% | 100 |
|
2017
Q4 | $1.28M | Hold |
6,273
| – | – | 0.22% | 102 |
|
2017
Q3 | $1.29M | Buy |
6,273
+2,844
| +83% | +$585K | 0.23% | 101 |
|
2017
Q2 | $679K | Sell |
3,429
-2,769
| -45% | -$548K | 0.12% | 119 |
|
2017
Q1 | $1.2M | Buy |
6,198
+69
| +1% | +$13.4K | 0.23% | 98 |
|
2016
Q4 | $1.06M | Buy |
+6,129
| New | +$1.06M | 0.22% | 101 |
|