CWM
Cedar Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-29,975
| Closed | -$238K | – | 224 |
|
|
2020
Q1 | $238K | Sell |
29,975
-4,800
| -14% | -$38.1K | 0.16% | 71 |
|
|
2019
Q4 | $388K | Buy |
34,775
+425
| +1% | +$4.74K | 0.23% | 50 |
|
|
2019
Q3 | $307K | Buy |
34,350
+1,585
| +5% | +$14.2K | 0.21% | 54 |
|
|
2019
Q2 | $344K | Hold |
32,765
| – | – | 0.22% | 35 |
|
|
2019
Q1 | $327K | Sell |
32,765
-50
| -0.2% | -$499 | 0.2% | 40 |
|
|
2018
Q4 | $248K | Sell |
32,815
-23,548
| -42% | -$178K | 0.18% | 46 |
|
|
2018
Q3 | $636K | Buy |
56,363
+51,175
| +986% | +$577K | 0.33% | 23 |
|
|
2018
Q2 | $71K | Buy |
5,188
+1,200
| +30% | +$16.4K | 0.04% | 74 |
|
|
2018
Q1 | $54K | Buy |
3,988
+120
| +3% | +$1.63K | 0.03% | 85 |
|
|
2017
Q4 | $67K | Sell |
3,868
-8,526
| -69% | -$148K | 0.04% | 84 |
|
|
2017
Q3 | $300K | Sell |
12,394
-800
| -6% | -$19.4K | 0.18% | 32 |
|
|
2017
Q2 | $356K | Sell |
13,194
-665
| -5% | -$17.9K | 0.23% | 23 |
|
|
2017
Q1 | $413K | Hold |
13,859
| – | – | 0.25% | 20 |
|
|
2016
Q4 | $438K | Hold |
13,859
| – | – | 0.3% | 15 |
|
|
2016
Q3 | $411K | Buy |
13,859
+10
| +0.1% | +$297 | 0.28% | 15 |
|
|
2016
Q2 | $436K | Buy |
13,849
+188
| +1% | +$5.92K | 0.28% | 12 |
|
|
2016
Q1 | $434K | Buy |
13,661
+4,090
| +43% | +$130K | 0.3% | 12 |
|
|
2015
Q4 | $298K | Buy |
+9,571
| New | +$298K | 0.25% | 11 |
|