Capital Directions Investment Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.87K | Buy |
+112
| New | +$5.87K | ﹤0.01% | 221 |
|
|
2022
Q3 | – | Sell |
-112
| Closed | -$4K | – | 206 |
|
|
2022
Q2 | $4K | Sell |
112
-788
| -88% | -$28.1K | ﹤0.01% | 233 |
|
|
2022
Q1 | $51K | Buy |
+900
| New | +$51K | 0.02% | 140 |
|
|
2021
Q4 | – | Sell |
-854
| Closed | -$55K | – | 115 |
|
|
2021
Q3 | $55K | Buy |
854
+92
| +12% | +$5.93K | 0.02% | 131 |
|
|
2021
Q2 | $51K | Buy |
+762
| New | +$51K | 0.02% | 121 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$5K | – | 234 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 185 |
|
|
2020
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 193 |
|
|
2020
Q2 | – | Sell |
-1,992
| Closed | -$79K | – | 219 |
|
|
2020
Q1 | $79K | Sell |
1,992
-913
| -31% | -$36.2K | 0.03% | 83 |
|
|
2019
Q4 | $162K | Sell |
2,905
-320
| -10% | -$17.8K | 0.05% | 73 |
|
|
2019
Q3 | $144K | Buy |
+3,225
| New | +$144K | 0.05% | 71 |
|
|
2018
Q3 | – | Sell |
-3,907
| Closed | -$255K | – | 173 |
|
|
2018
Q2 | $255K | Buy |
+3,907
| New | +$255K | 0.12% | 35 |
|