Cedar Brook Financial Partners’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,867
Closed -$682K 173
2024
Q1
$682K Buy
4,867
+222
+5% +$31.1K 0.13% 167
2023
Q4
$481K Buy
4,645
+19
+0.4% +$1.97K 0.11% 197
2023
Q3
$408K Sell
4,626
-228
-5% -$20.1K 0.11% 198
2023
Q2
$426K Buy
4,854
+58
+1% +$5.09K 0.1% 206
2023
Q1
$366K Sell
4,796
-1,132
-19% -$86.4K 0.09% 234
2022
Q4
$309K Buy
5,928
+31
+0.5% +$1.62K 0.09% 262
2022
Q3
$227K Buy
5,897
+130
+2% +$5.02K 0.07% 299
2022
Q2
$229K Buy
5,767
+16
+0.3% +$635 0.07% 299
2022
Q1
$328K Buy
5,751
+91
+2% +$5.19K 0.09% 259
2021
Q4
$333K Buy
5,660
+565
+11% +$33.2K 0.09% 255
2021
Q3
$327K Sell
5,095
-1,270
-20% -$81.5K 0.1% 228
2021
Q2
$427K Sell
6,365
-35
-0.5% -$2.35K 0.12% 199
2021
Q1
$419K Sell
6,400
-215
-3% -$14.1K 0.15% 172
2020
Q4
$356K Sell
6,615
-454
-6% -$24.4K 0.13% 183
2020
Q3
$219K Sell
7,069
-37
-0.5% -$1.15K 0.09% 257
2020
Q2
$242K Buy
7,106
+290
+4% +$9.88K 0.11% 228
2020
Q1
$270K Sell
6,816
-157
-2% -$6.22K 0.15% 180
2019
Q4
$388K Sell
6,973
-197
-3% -$11K 0.16% 168
2019
Q3
$320K Sell
7,170
-335
-4% -$15K 0.14% 198
2019
Q2
$393K Buy
7,505
+158
+2% +$8.27K 0.18% 170
2019
Q1
$366K Sell
7,347
-7
-0.1% -$349 0.18% 174
2018
Q4
$267K Buy
+7,354
New +$267K 0.16% 182