First Personal Financial Services’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $378 | Buy |
+2
| New | +$378 | ﹤0.01% | 414 |
|
2023
Q1 | – | Sell |
-4,013
| Closed | -$209K | – | 417 |
|
2022
Q4 | $209K | Buy |
+4,013
| New | +$209K | 0.06% | 113 |
|
2022
Q2 | – | Sell |
-812
| Closed | -$46K | – | 334 |
|
2022
Q1 | $46K | Sell |
812
-803
| -50% | -$45.5K | 0.01% | 197 |
|
2021
Q4 | $95K | Sell |
1,615
-960
| -37% | -$56.5K | 0.02% | 152 |
|
2021
Q3 | $165K | Sell |
2,575
-245
| -9% | -$15.7K | 0.04% | 123 |
|
2021
Q2 | $189K | Buy |
2,820
+159
| +6% | +$10.7K | 0.05% | 122 |
|
2021
Q1 | $174K | Hold |
2,661
| – | – | 0.05% | 122 |
|
2020
Q4 | $143K | Sell |
2,661
-388
| -13% | -$20.9K | 0.04% | 125 |
|
2020
Q3 | $95K | Hold |
3,049
| – | – | 0.03% | 147 |
|
2020
Q2 | $104K | Hold |
3,049
| – | – | 0.04% | 140 |
|
2020
Q1 | $121K | Sell |
3,049
-188
| -6% | -$7.46K | 0.05% | 136 |
|
2019
Q4 | $180K | Hold |
3,237
| – | – | 0.06% | 122 |
|
2019
Q3 | $144K | Buy |
3,237
+2,073
| +178% | +$92.2K | 0.04% | 150 |
|
2019
Q2 | $61K | Sell |
1,164
-114
| -9% | -$5.97K | 0.02% | 261 |
|
2019
Q1 | $64K | Sell |
1,278
-11,339
| -90% | -$568K | 0.02% | 244 |
|
2018
Q4 | $458K | Sell |
12,617
-5,074
| -29% | -$184K | 0.16% | 115 |
|
2018
Q3 | $957K | Sell |
17,691
-1,432
| -7% | -$77.5K | 0.3% | 74 |
|
2018
Q2 | $1.25M | Sell |
19,123
-3,023
| -14% | -$197K | 0.42% | 61 |
|
2018
Q1 | $1.43M | Sell |
22,146
-1,160
| -5% | -$75K | 0.31% | 78 |
|
2017
Q4 | $1.95M | Sell |
23,306
-16,936
| -42% | -$1.42M | 0.38% | 71 |
|
2017
Q3 | $4.66M | Sell |
40,242
-5,181
| -11% | -$600K | 0.98% | 34 |
|
2017
Q2 | $5.88M | Buy |
45,423
+6,900
| +18% | +$893K | 1.29% | 21 |
|
2017
Q1 | $5.5M | Buy |
38,523
+5,105
| +15% | +$729K | 1.32% | 19 |
|
2016
Q4 | $5.06M | Sell |
33,418
-496
| -1% | -$75.1K | 1.33% | 18 |
|
2016
Q3 | $4.82M | Buy |
33,914
+924
| +3% | +$131K | 1.4% | 19 |
|
2016
Q2 | $4.98M | Buy |
32,990
+5,534
| +20% | +$835K | 1.7% | 9 |
|
2016
Q1 | $4.18M | Buy |
27,456
+4,024
| +17% | +$613K | 2.07% | 9 |
|
2015
Q4 | $3.5M | Buy |
23,432
+1,953
| +9% | +$292K | 1.97% | 9 |
|
2015
Q3 | $2.6M | Buy |
21,479
+1,399
| +7% | +$169K | 1.56% | 18 |
|
2015
Q2 | $2.56M | Buy |
20,080
+1,385
| +7% | +$176K | 1.53% | 14 |
|
2015
Q1 | $2.22M | Sell |
18,695
-551
| -3% | -$65.5K | 1.35% | 19 |
|
2014
Q4 | $2.33M | Buy |
+19,246
| New | +$2.33M | 1.36% | 18 |
|