Genovese Burford & Brothers Wealth & Retirement Plan Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$504K Sell
9,372
-75
-0.8% -$4.03K 0.13% 58
2020
Q3
$293K Sell
9,447
-175
-2% -$5.43K 0.08% 70
2020
Q2
$328K Sell
9,622
-424
-4% -$14.5K 0.1% 57
2020
Q1
$398K Sell
10,046
-4,408
-30% -$175K 0.11% 52
2019
Q4
$804K Sell
14,454
-538
-4% -$29.9K 0.19% 42
2019
Q3
$668K Buy
14,992
+666
+5% +$29.7K 0.17% 50
2019
Q2
$750K Sell
14,326
-20
-0.1% -$1.05K 0.2% 42
2019
Q1
$714K Sell
14,346
-1,190
-8% -$59.2K 0.2% 40
2018
Q4
$564K Buy
15,536
+1,424
+10% +$51.7K 0.18% 45
2018
Q3
$764K Sell
14,112
-315
-2% -$17.1K 0.26% 37
2018
Q2
$941K Buy
14,427
+376
+3% +$24.5K 0.34% 23
2018
Q1
$908K Buy
+14,051
New +$908K 0.33% 22
2017
Q4
Sell
-13,555
Closed -$1.57M 316
2017
Q3
$1.57M Sell
13,555
-120
-0.9% -$13.9K 0.64% 11
2017
Q2
$1.77M Buy
13,675
+37
+0.3% +$4.79K 0.7% 10
2017
Q1
$1.95M Sell
13,638
-14,976
-52% -$2.14M 0.79% 10
2016
Q4
$4.33M Buy
28,614
+14,123
+97% +$2.14M 1.17% 8
2016
Q3
$2.06M Sell
14,491
-311
-2% -$44.1K 0.81% 8
2016
Q2
$2.23M Sell
14,802
-38
-0.3% -$5.73K 0.91% 8
2016
Q1
$2.26M Buy
14,840
+106
+0.7% +$16.1K 1.07% 9
2015
Q4
$2.2M Buy
+14,734
New +$2.2M 1.08% 9