Berman Capital Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $503K | Buy |
7,846
+1,282
| +20% | +$82.2K | 0.08% | 134 |
|
|
2021
Q2 | $439K | Buy |
6,564
+1,206
| +23% | +$80.7K | 0.07% | 128 |
|
|
2021
Q1 | $349K | Buy |
5,358
+1,519
| +40% | +$98.9K | 0.07% | 130 |
|
|
2020
Q4 | $205K | Buy |
3,839
+125
| +3% | +$6.68K | 0.05% | 163 |
|
|
2020
Q3 | $115K | Buy |
3,714
+1,406
| +61% | +$43.5K | 0.03% | 210 |
|
|
2020
Q2 | $77K | Sell |
2,308
-352
| -13% | -$11.7K | 0.02% | 258 |
|
|
2020
Q1 | $104K | Sell |
2,660
-136
| -5% | -$5.32K | 0.03% | 189 |
|
|
2019
Q4 | $154K | Buy |
2,796
+48
| +2% | +$2.64K | 0.04% | 166 |
|
|
2019
Q3 | $121K | Sell |
2,748
-191
| -6% | -$8.41K | 0.04% | 188 |
|
|
2019
Q2 | $153K | Buy |
2,939
+256
| +10% | +$13.3K | 0.05% | 156 |
|
|
2019
Q1 | $133K | Buy |
2,683
+1,025
| +62% | +$50.8K | 0.04% | 161 |
|
|
2018
Q4 | $59K | Sell |
1,658
-2,538
| -60% | -$90.3K | 0.02% | 238 |
|
|
2018
Q3 | $227K | Sell |
4,196
-380
| -8% | -$20.6K | 0.1% | 93 |
|
|
2018
Q2 | $299K | Buy |
4,576
+969
| +27% | +$63.3K | 0.1% | 84 |
|
|
2018
Q1 | $233K | Buy |
3,607
+820
| +29% | +$53K | 0.09% | 93 |
|
|
2017
Q4 | $233K | Buy |
+2,787
| New | +$233K | 0.08% | 91 |
|