BerganKDV Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $74K | Buy |
845
+74
| +10% | +$6.48K | 0.01% | 337 |
|
|
2023
Q1 | $58.8K | Buy |
771
+110
| +17% | +$8.39K | 0.01% | 375 |
|
|
2022
Q4 | $34.5K | Sell |
661
-4
| -0.6% | -$209 | ﹤0.01% | 416 |
|
|
2022
Q3 | $26K | Sell |
665
-10,473
| -94% | -$409K | ﹤0.01% | 455 |
|
|
2022
Q2 | $442K | Buy |
11,138
+9,860
| +772% | +$391K | 0.05% | 183 |
|
|
2022
Q1 | $73K | Sell |
1,278
-449
| -26% | -$25.6K | 0.01% | 348 |
|
|
2021
Q4 | $102K | Sell |
1,727
-1,584
| -48% | -$93.6K | 0.01% | 329 |
|
|
2021
Q3 | $213K | Sell |
3,311
-4,379
| -57% | -$282K | 0.02% | 243 |
|
|
2021
Q2 | $516K | Buy |
7,690
+4,454
| +138% | +$299K | 0.06% | 170 |
|
|
2021
Q1 | $212K | Sell |
3,236
-305
| -9% | -$20K | 0.03% | 233 |
|
|
2020
Q4 | $191K | Sell |
3,541
-139
| -4% | -$7.5K | 0.03% | 222 |
|
|
2020
Q3 | $114K | Buy |
3,680
+53
| +1% | +$1.64K | 0.02% | 252 |
|
|
2020
Q2 | $123K | Buy |
3,627
+43
| +1% | +$1.46K | 0.02% | 261 |
|
|
2020
Q1 | $142K | Buy |
3,584
+490
| +16% | +$19.4K | 0.03% | 228 |
|
|
2019
Q4 | $172K | Buy |
3,094
+173
| +6% | +$9.62K | 0.03% | 232 |
|
|
2019
Q3 | $130K | Sell |
2,921
-449
| -13% | -$20K | 0.03% | 239 |
|
|
2019
Q2 | $176K | Sell |
3,370
-1,963
| -37% | -$103K | 0.03% | 219 |
|
|
2019
Q1 | $266K | Buy |
5,333
+348
| +7% | +$17.4K | 0.05% | 178 |
|
|
2018
Q4 | $181K | Sell |
4,985
-590
| -11% | -$21.4K | 0.04% | 196 |
|
|
2018
Q3 | $302K | Buy |
5,575
+399
| +8% | +$21.6K | 0.07% | 159 |
|
|
2018
Q2 | $338K | Buy |
5,176
+2,003
| +63% | +$131K | 0.08% | 143 |
|
|
2018
Q1 | $205K | Buy |
+3,173
| New | +$205K | 0.06% | 186 |
|
|
2017
Q4 | – | Sell |
-2,547
| Closed | -$295K | – | 203 |
|
|
2017
Q3 | $295K | Buy |
2,547
+84
| +3% | +$9.73K | 0.07% | 162 |
|
|
2017
Q2 | $319K | Buy |
2,463
+7
| +0.3% | +$907 | 0.09% | 137 |
|
|
2017
Q1 | $351K | Buy |
2,456
+30
| +1% | +$4.29K | 0.1% | 135 |
|
|
2016
Q4 | $367K | Sell |
2,426
-652
| -21% | -$98.6K | 0.12% | 129 |
|
|
2016
Q3 | $437K | Sell |
3,078
-1,047
| -25% | -$149K | 0.15% | 119 |
|
|
2016
Q2 | $622K | Buy |
4,125
+890
| +28% | +$134K | 0.27% | 81 |
|
|
2016
Q1 | $493K | Buy |
+3,235
| New | +$493K | 0.3% | 89 |
|