Heron Financial Group’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $237K | Hold |
2,699
| – | – | 0.13% | 126 |
|
|
2023
Q1 | $206K | Buy |
+2,699
| New | +$206K | 0.11% | 140 |
|
|
2022
Q1 | – | Sell |
-3,457
| Closed | -$211K | – | 154 |
|
|
2021
Q4 | $211K | Hold |
3,457
| – | – | 0.11% | 140 |
|
|
2021
Q3 | $222K | Sell |
3,457
-403
| -10% | -$25.9K | 0.12% | 135 |
|
|
2021
Q2 | $259K | Sell |
3,860
-303
| -7% | -$20.3K | 0.15% | 118 |
|
|
2021
Q1 | $276K | Hold |
4,163
| – | – | 0.17% | 107 |
|
|
2020
Q4 | $234K | Hold |
4,163
| – | – | 0.16% | 121 |
|
|
2020
Q3 | $133K | Buy |
4,163
+402
| +11% | +$12.8K | 0.11% | 124 |
|
|
2020
Q2 | $125K | Buy |
3,761
+632
| +20% | +$21K | 0.11% | 119 |
|
|
2020
Q1 | $108K | Sell |
3,129
-361
| -10% | -$12.5K | 0.11% | 108 |
|
|
2019
Q4 | $224K | Buy |
+3,490
| New | +$224K | 0.19% | 118 |
|