Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,008
| Closed | -$514K | – | 65 |
|
|
2021
Q3 | $514K | Buy |
8,008
+5,146
| +180% | +$330K | 0.47% | 38 |
|
|
2021
Q2 | $192K | Sell |
2,862
-343
| -11% | -$23K | 0.18% | 63 |
|
|
2021
Q1 | $210K | Sell |
3,205
-383
| -11% | -$25.1K | 0.2% | 63 |
|
|
2020
Q4 | $193K | Sell |
3,588
-96
| -3% | -$5.16K | 0.19% | 66 |
|
|
2020
Q3 | $114K | Sell |
3,684
-12
| -0.3% | -$371 | 0.12% | 62 |
|
|
2020
Q2 | $125K | Sell |
3,696
-141
| -4% | -$4.77K | 0.15% | 57 |
|
|
2020
Q1 | $151K | Buy |
3,837
+342
| +10% | +$13.5K | 0.2% | 54 |
|
|
2019
Q4 | $194K | Buy |
+3,495
| New | +$194K | 0.2% | 58 |
|