Evolution Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $335K | Buy |
1,302
+272
| +26% | +$70K | 0.05% | 122 |
|
2025
Q1 | $206K | Buy |
+1,030
| New | +$206K | 0.03% | 142 |
|
2021
Q4 | – | Sell |
-743
| Closed | -$48K | – | 346 |
|
2021
Q3 | $48K | Sell |
743
-2
| -0.3% | -$129 | 0.01% | 218 |
|
2021
Q2 | $50K | Buy |
745
+261
| +54% | +$17.5K | 0.01% | 208 |
|
2021
Q1 | $32K | Sell |
484
-256
| -35% | -$16.9K | 0.01% | 238 |
|
2020
Q4 | $40K | Sell |
740
-401
| -35% | -$21.7K | 0.01% | 193 |
|
2020
Q3 | $35K | Buy |
1,141
+419
| +58% | +$12.9K | 0.01% | 212 |
|
2020
Q2 | $25K | Buy |
722
+220
| +44% | +$7.62K | 0.01% | 190 |
|
2020
Q1 | $20K | Sell |
502
-243
| -33% | -$9.68K | 0.01% | 153 |
|
2019
Q4 | $41K | Buy |
745
+243
| +48% | +$13.4K | 0.01% | 165 |
|
2019
Q3 | $22K | Sell |
502
-457
| -48% | -$20K | 0.01% | 85 |
|
2019
Q2 | $50K | Buy |
959
+257
| +37% | +$13.4K | 0.02% | 86 |
|
2019
Q1 | $35K | Buy |
702
+118
| +20% | +$5.88K | 0.02% | 86 |
|
2018
Q4 | $21K | Buy |
+584
| New | +$21K | 0.01% | 112 |
|