FRG Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-481
| Closed | -$62.1K | – | 227 |
|
|
2024
Q1 | $62.1K | Buy |
+481
| New | +$62.1K | 0.01% | 196 |
|
|
2019
Q1 | – | Sell |
-2,485
| Closed | -$90K | – | 127 |
|
|
2018
Q4 | $90K | Sell |
2,485
-3,897
| -61% | -$141K | 0.03% | 126 |
|
|
2018
Q3 | $345K | Sell |
6,382
-3,362
| -35% | -$182K | 0.09% | 117 |
|
|
2018
Q2 | $636K | Sell |
9,744
-3,930
| -29% | -$257K | 0.19% | 96 |
|
|
2018
Q1 | $883K | Sell |
13,674
-5,361
| -28% | -$346K | 0.29% | 83 |
|
|
2017
Q4 | $1.59M | Sell |
19,035
-14,382
| -43% | -$1.2M | 0.51% | 62 |
|
|
2017
Q3 | $3.87M | Sell |
33,417
-434
| -1% | -$50.3K | 1.34% | 18 |
|
|
2017
Q2 | $4.38M | Sell |
33,851
-523
| -2% | -$67.7K | 1.61% | 14 |
|
|
2017
Q1 | $4.92M | Buy |
34,374
+450
| +1% | +$64.4K | 1.92% | 10 |
|
|
2016
Q4 | $5.14M | Buy |
33,924
+2,185
| +7% | +$331K | 2.15% | 7 |
|
|
2016
Q3 | $4.51M | Buy |
31,739
+306
| +1% | +$43.4K | 2.03% | 8 |
|
|
2016
Q2 | $4.74M | Buy |
31,433
+378
| +1% | +$57K | 2.14% | 7 |
|
|
2016
Q1 | $4.74M | Sell |
31,055
-1,647
| -5% | -$251K | 2.3% | 6 |
|
|
2015
Q4 | $4.88M | Buy |
+32,702
| New | +$4.88M | 2.38% | 5 |
|