Bernardo Wealth Planning’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,674
| Closed | -$91K | – | 158 |
|
|
2020
Q2 | $91K | Sell |
2,674
-1,178
| -31% | -$40.1K | 0.05% | 136 |
|
|
2020
Q1 | $152K | Buy |
3,852
+1,271
| +49% | +$50.2K | 0.11% | 129 |
|
|
2019
Q4 | $143K | Sell |
2,581
-167
| -6% | -$9.25K | 0.09% | 161 |
|
|
2019
Q3 | $122K | Sell |
2,748
-397
| -13% | -$17.6K | 0.09% | 155 |
|
|
2019
Q2 | $165K | Buy |
3,145
+101
| +3% | +$5.3K | 0.13% | 145 |
|
|
2019
Q1 | $152K | Buy |
3,044
+256
| +9% | +$12.8K | 0.12% | 144 |
|
|
2018
Q4 | $101K | Buy |
+2,788
| New | +$101K | 0.09% | 128 |
|