CWA
Cypress Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $297K | Buy |
29,731
+3,731
| +14% | +$37.3K | 0.34% | 60 |
|
|
2018
Q4 | $197K | Sell |
26,000
-2,563
| -9% | -$19.4K | 0.27% | 71 |
|
|
2018
Q3 | $322K | Sell |
28,563
-2,705
| -9% | -$30.5K | 0.34% | 61 |
|
|
2018
Q2 | $426K | Buy |
31,268
+3,398
| +12% | +$46.3K | 0.46% | 55 |
|
|
2018
Q1 | $376K | Sell |
27,870
-3,470
| -11% | -$46.8K | 0.41% | 60 |
|
|
2017
Q4 | $547K | Buy |
31,340
+3,470
| +12% | +$60.6K | 0.52% | 54 |
|
|
2017
Q3 | $674K | Sell |
27,870
-2,727
| -9% | -$65.9K | 1.09% | 25 |
|
|
2017
Q2 | $826K | Sell |
30,597
-12,422
| -29% | -$335K | 0.96% | 28 |
|
|
2017
Q1 | $1.28M | Sell |
43,019
-6,379
| -13% | -$190K | 0.59% | 41 |
|
|
2016
Q4 | $1.56M | Buy |
49,398
+7,790
| +19% | +$246K | 0.71% | 34 |
|
|
2016
Q3 | $1.23M | Sell |
41,608
-4,482
| -10% | -$133K | 0.56% | 45 |
|
|
2016
Q2 | $1.45M | Sell |
46,090
-1,755
| -4% | -$55.3K | 0.72% | 33 |
|
|
2016
Q1 | $1.52M | Buy |
47,845
+5,032
| +12% | +$160K | 0.7% | 30 |
|
|
2015
Q4 | $1.33M | Buy |
42,813
+6,288
| +17% | +$196K | 0.68% | 32 |
|
|
2015
Q3 | $921K | Buy |
36,525
+1,026
| +3% | +$25.9K | 0.5% | 46 |
|
|
2015
Q2 | $943K | Buy |
+35,499
| New | +$943K | 0.55% | 48 |
|