Claro Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Sell |
3,311
-1,571
| -32% | -$404K | 0.14% | 137 |
|
|
2025
Q1 | $977K | Buy |
4,882
+1,106
| +29% | +$221K | 0.13% | 147 |
|
|
2024
Q4 | $630K | Sell |
3,776
-1,019
| -21% | -$170K | 0.09% | 210 |
|
|
2024
Q3 | $904K | Buy |
4,795
+571
| +14% | +$108K | 0.12% | 171 |
|
|
2024
Q2 | $672K | Sell |
4,224
-1,041
| -20% | -$165K | 0.1% | 197 |
|
|
2024
Q1 | $738K | Buy |
5,265
+271
| +5% | +$38K | 0.13% | 180 |
|
|
2023
Q4 | $509K | Sell |
4,994
-57
| -1% | -$5.81K | 0.11% | 211 |
|
|
2023
Q3 | $446K | Buy |
5,051
+555
| +12% | +$49K | 0.11% | 210 |
|
|
2023
Q2 | $394K | Buy |
4,496
+682
| +18% | +$59.8K | 0.1% | 229 |
|
|
2023
Q1 | $291K | Sell |
3,814
-942
| -20% | -$71.9K | 0.09% | 257 |
|
|
2022
Q4 | $248K | Sell |
4,756
-682
| -13% | -$35.6K | 0.08% | 246 |
|
|
2022
Q3 | $216K | Hold |
5,438
| – | – | 0.09% | 240 |
|
|
2022
Q2 | $216K | Sell |
5,438
-738
| -12% | -$29.3K | 0.09% | 240 |
|
|
2022
Q1 | $364K | Hold |
6,176
| – | – | 0.13% | 169 |
|
|
2021
Q4 | $364K | Sell |
6,176
-546
| -8% | -$32.2K | 0.13% | 169 |
|
|
2021
Q3 | $431K | Sell |
6,722
-1,941
| -22% | -$124K | 0.18% | 145 |
|
|
2021
Q2 | $581K | Buy |
8,663
+167
| +2% | +$11.2K | 0.26% | 109 |
|
|
2021
Q1 | $556K | Buy |
8,496
+2,835
| +50% | +$186K | 0.28% | 98 |
|
|
2020
Q4 | $305K | Buy |
5,661
+657
| +13% | +$35.4K | 0.16% | 155 |
|
|
2020
Q3 | $155K | Buy |
5,004
+305
| +6% | +$9.45K | 0.1% | 190 |
|
|
2020
Q2 | $160K | Buy |
4,699
+470
| +11% | +$16K | 0.11% | 179 |
|
|
2020
Q1 | $167K | Buy |
4,229
+387
| +10% | +$15.3K | 0.16% | 149 |
|
|
2019
Q4 | $214K | Buy |
3,842
+269
| +8% | +$15K | 0.16% | 153 |
|
|
2019
Q3 | $159K | Buy |
3,573
+128
| +4% | +$5.7K | 0.14% | 158 |
|
|
2019
Q2 | $180K | Sell |
3,445
-148
| -4% | -$7.73K | 0.17% | 152 |
|
|
2019
Q1 | $179K | Sell |
3,593
-5,830
| -62% | -$290K | 0.18% | 144 |
|
|
2018
Q4 | $510K | Buy |
+9,423
| New | +$510K | 0.41% | 56 |
|