BRWM
B. Riley Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $242 | Buy |
3,798
+408
| +12% | +$26 | ﹤0.01% | 604 |
|
|
2022
Q1 | $310K | Sell |
3,390
-1,043
| -24% | -$95.4K | 0.02% | 436 |
|
|
2021
Q4 | $419K | Sell |
4,433
-1,313
| -23% | -$124K | 0.03% | 392 |
|
|
2021
Q3 | $592K | Buy |
+5,746
| New | +$592K | 0.05% | 298 |
|
|
2020
Q3 | – | Sell |
-26,461
| Closed | -$181K | – | 452 |
|
|
2020
Q2 | $181K | Sell |
26,461
-42,218
| -61% | -$289K | 0.02% | 378 |
|
|
2020
Q1 | $546K | Buy |
68,679
+31,919
| +87% | +$254K | 0.06% | 256 |
|
|
2019
Q4 | $410K | Buy |
36,760
+1,001
| +3% | +$11.2K | 0.06% | 237 |
|
|
2019
Q3 | $320K | Sell |
35,759
-635
| -2% | -$5.68K | 0.06% | 262 |
|
|
2019
Q2 | $382 | Sell |
36,394
-6,098
| -14% | -$64 | 0.06% | 245 |
|
|
2019
Q1 | $425K | Buy |
42,492
+3,951
| +10% | +$39.5K | 0.07% | 228 |
|
|
2018
Q4 | $292K | Sell |
38,541
-391
| -1% | -$2.96K | 0.06% | 251 |
|
|
2018
Q3 | $440K | Buy |
+38,932
| New | +$440K | 0.11% | 161 |
|
|
2016
Q1 | $766K | Sell |
24,117
-17,417
| -42% | -$553K | 1.14% | 21 |
|
|
2015
Q4 | $1.29M | Buy |
41,534
+1,765
| +4% | +$54.9K | 1.65% | 10 |
|
|
2015
Q3 | $1M | Sell |
39,769
-479
| -1% | -$12.1K | 1.42% | 12 |
|
|
2015
Q2 | $1.07M | Sell |
40,248
-177
| -0.4% | -$4.7K | 0.85% | 16 |
|
|
2015
Q1 | $1M | Sell |
40,425
-2,664
| -6% | -$66K | 0.75% | 21 |
|
|
2014
Q4 | $1.09M | Buy |
43,089
+3,960
| +10% | +$100K | 0.89% | 18 |
|
|
2014
Q3 | $1M | Sell |
39,129
-3,931
| -9% | -$101K | 0.74% | 23 |
|
|
2014
Q2 | $1.13M | Buy |
43,060
+1,683
| +4% | +$44.2K | 0.73% | 21 |
|
|
2014
Q1 | $1.07M | Buy |
+41,377
| New | +$1.07M | 0.79% | 16 |
|