Clear Perspective Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,522
| Closed | -$298K | – | 124 |
|
|
2020
Q1 | $298K | Sell |
7,522
-2,647
| -26% | -$105K | 0.2% | 87 |
|
|
2019
Q4 | $566K | Buy |
+10,169
| New | +$566K | 0.35% | 68 |
|
|
2018
Q4 | – | Sell |
-8,450
| Closed | -$4K | – | 138 |
|
|
2018
Q3 | $4K | Sell |
8,450
-3,484
| -29% | -$1.65K | ﹤0.01% | 142 |
|
|
2018
Q2 | $778K | Buy |
11,934
+11
| +0.1% | +$717 | 0.54% | 48 |
|
|
2018
Q1 | $770K | Buy |
11,923
+2,236
| +23% | +$144K | 0.58% | 43 |
|
|
2017
Q4 | $810K | Sell |
9,687
-293
| -3% | -$24.5K | 0.62% | 38 |
|
|
2017
Q3 | $1.16M | Sell |
9,980
-382
| -4% | -$44.3K | 0.94% | 21 |
|
|
2017
Q2 | $1.34M | Buy |
10,362
+1,417
| +16% | +$183K | 1.13% | 21 |
|
|
2017
Q1 | $1.28M | Sell |
8,945
-352
| -4% | -$50.3K | 0.84% | 27 |
|
|
2016
Q4 | $1.41M | Buy |
+9,297
| New | +$1.41M | 0.93% | 24 |
|