Elmwood Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,453
| Closed | -$85K | – | 184 |
|
|
2021
Q4 | $85K | Buy |
+1,453
| New | +$85K | 0.04% | 160 |
|
|
2021
Q2 | $97K | Hold |
1,448
| – | – | 0.05% | 141 |
|
|
2021
Q1 | $95K | Buy |
+1,448
| New | +$95K | 0.06% | 133 |
|
|
2020
Q3 | $36K | Hold |
1,047
| – | – | 0.03% | 141 |
|
|
2020
Q2 | $36K | Sell |
1,047
-1,489
| -59% | -$51.2K | 0.03% | 141 |
|
|
2020
Q1 | $170K | Buy |
+2,536
| New | +$170K | 0.16% | 92 |
|
|
2019
Q4 | – | Sell |
-2,556
| Closed | -$114K | – | 145 |
|
|
2019
Q3 | $114K | Sell |
2,556
-61
| -2% | -$2.72K | 0.12% | 93 |
|
|
2019
Q2 | $137K | Buy |
2,617
+301
| +13% | +$15.8K | 0.12% | 94 |
|
|
2019
Q1 | $115K | Sell |
2,316
-259
| -10% | -$12.9K | 0.11% | 99 |
|
|
2018
Q4 | $93K | Hold |
2,575
| – | – | 0.09% | 108 |
|
|
2018
Q3 | $139K | Sell |
2,575
-63
| -2% | -$3.41K | 0.12% | 108 |
|
|
2018
Q2 | $172K | Hold |
2,638
| – | – | 0.16% | 94 |
|
|
2018
Q1 | $170K | Buy |
+2,638
| New | +$170K | 0.16% | 92 |
|