HGWM
Harvest Group Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-24,603
| Closed | -$266K | – | 282 |
|
|
2020
Q4 | $266K | Sell |
24,603
-768
| -3% | -$8.3K | 0.16% | 33 |
|
|
2020
Q3 | $158K | Hold |
25,371
| – | – | 0.11% | 45 |
|
|
2020
Q2 | $173K | Hold |
25,371
| – | – | 0.14% | 38 |
|
|
2020
Q1 | $201K | Hold |
25,371
| – | – | 0.2% | 33 |
|
|
2019
Q4 | $283K | Sell |
25,371
-1,829
| -7% | -$20.4K | 0.25% | 25 |
|
|
2019
Q3 | $243K | Buy |
27,200
+1
| +0% | +$9 | 0.3% | 25 |
|
|
2019
Q2 | $285K | Sell |
27,199
-186
| -0.7% | -$1.95K | 0.37% | 19 |
|
|
2019
Q1 | $274K | Sell |
27,385
-199
| -0.7% | -$1.99K | 0.25% | 30 |
|
|
2018
Q4 | $209K | Buy |
+27,584
| New | +$209K | 0.27% | 30 |
|
|
2018
Q2 | – | Sell |
-30,070
| Closed | -$405K | – | 39 |
|
|
2018
Q1 | $405K | Buy |
30,070
+2,504
| +9% | +$33.7K | 0.27% | 32 |
|
|
2017
Q4 | $481K | Buy |
+27,566
| New | +$481K | 0.29% | 31 |
|