Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $84K | Hold |
2,119
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $121K | Hold |
2,119
| – | – | 0.01% | 151 |
|
|
2021
Q4 | $125K | Sell |
2,119
-1,178
| -36% | -$69.5K | 0.01% | 153 |
|
|
2021
Q3 | $212K | Sell |
3,297
-82
| -2% | -$5.26K | 0.02% | 131 |
|
|
2021
Q2 | $227K | Sell |
3,379
-321
| -9% | -$21.5K | 0.03% | 125 |
|
|
2021
Q1 | $242K | Hold |
3,700
| – | – | 0.04% | 106 |
|
|
2020
Q4 | $199K | Sell |
3,700
-2,789
| -43% | -$150K | 0.03% | 108 |
|
|
2020
Q3 | $201K | Sell |
6,489
-2,136
| -25% | -$66.3K | 0.04% | 100 |
|
|
2020
Q2 | $294K | Buy |
8,625
+143
| +2% | +$4.87K | 0.06% | 92 |
|
|
2020
Q1 | $336K | Sell |
8,482
-271
| -3% | -$10.7K | 0.18% | 60 |
|
|
2019
Q4 | $487K | Sell |
8,753
-302
| -3% | -$16.8K | 0.22% | 54 |
|
|
2019
Q3 | $403K | Sell |
9,055
-120
| -1% | -$5.35K | 0.2% | 57 |
|
|
2019
Q2 | $480K | Sell |
9,175
-1,906
| -17% | -$99.7K | 0.25% | 53 |
|
|
2019
Q1 | $552K | Sell |
11,081
-1,142
| -9% | -$56.9K | 0.3% | 51 |
|
|
2018
Q4 | $443K | Sell |
12,223
-240
| -2% | -$8.71K | 0.27% | 52 |
|
|
2018
Q3 | $674K | Sell |
12,463
-209
| -2% | -$11.3K | 0.36% | 41 |
|
|
2018
Q2 | $827K | Buy |
12,672
+240
| +2% | +$15.7K | 0.49% | 38 |
|
|
2018
Q1 | $803K | Buy |
12,432
+167
| +1% | +$10.8K | 0.5% | 38 |
|
|
2017
Q4 | $1.03M | Sell |
12,265
-2,807
| -19% | -$235K | 0.65% | 36 |
|
|
2017
Q3 | $1.75M | Buy |
+15,072
| New | +$1.75M | 1.21% | 24 |
|