Diversified Portfolios Inc’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,342
| Closed | -$215K | – | 137 |
|
|
2021
Q3 | $215K | Buy |
3,342
+7
| +0.2% | +$450 | 0.06% | 113 |
|
|
2021
Q2 | $224K | Buy |
3,335
+1,252
| +60% | +$84.1K | 0.08% | 99 |
|
|
2021
Q1 | $136K | Buy |
+2,083
| New | +$136K | 0.04% | 98 |
|
|
2018
Q3 | – | Sell |
-2,179
| Closed | -$142K | – | 51 |
|
|
2018
Q2 | $142K | Sell |
2,179
-84
| -4% | -$5.47K | 0.08% | 48 |
|
|
2018
Q1 | $146K | Sell |
2,263
-434
| -16% | -$28K | 0.08% | 48 |
|
|
2017
Q4 | $226K | Buy |
2,697
+55
| +2% | +$4.61K | 0.12% | 49 |
|
|
2017
Q3 | $306K | Buy |
+2,642
| New | +$306K | 0.17% | 37 |
|
|
2015
Q1 | – | Sell |
-4,474
| Closed | -$542K | – | 63 |
|
|
2014
Q4 | $542K | Buy |
+4,474
| New | +$542K | 0.32% | 31 |
|