Icon Wealth Partners’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 | – | Sell |
-1,403
| Closed | -$107K | – | 420 |
|
|
2023
Q1 | $107K | Buy |
+1,403
| New | +$107K | 0.01% | 399 |
|
|
2021
Q3 | – | Sell |
-2,264
| Closed | -$152K | – | 343 |
|
|
2021
Q2 | $152K | Sell |
2,264
-4,202
| -65% | -$282K | 0.02% | 347 |
|
|
2021
Q1 | $423K | Sell |
6,466
-4,593
| -42% | -$300K | 0.05% | 230 |
|
|
2020
Q4 | $595K | Buy |
11,059
+3,960
| +56% | +$213K | 0.09% | 155 |
|
|
2020
Q3 | $220K | Sell |
7,099
-481
| -6% | -$14.9K | 0.04% | 237 |
|
|
2020
Q2 | $258K | Buy |
7,580
+294
| +4% | +$10K | 0.06% | 209 |
|
|
2020
Q1 | $288K | Sell |
7,286
-129
| -2% | -$5.1K | 0.11% | 103 |
|
|
2019
Q4 | $412K | Sell |
7,415
-49
| -0.7% | -$2.72K | 0.13% | 82 |
|
|
2019
Q3 | $333K | Buy |
7,464
+69
| +0.9% | +$3.08K | 0.11% | 105 |
|
|
2019
Q2 | $387K | Sell |
7,395
-23
| -0.3% | -$1.2K | 0.14% | 84 |
|
|
2019
Q1 | $369K | Sell |
7,418
-318
| -4% | -$15.8K | 0.14% | 85 |
|
|
2018
Q4 | $281K | Sell |
7,736
-672
| -8% | -$24.4K | 0.14% | 107 |
|
|
2018
Q3 | $455K | Buy |
8,408
+1,452
| +21% | +$78.6K | 0.19% | 87 |
|
|
2018
Q2 | $454K | Sell |
6,956
-481
| -6% | -$31.4K | 0.19% | 84 |
|
|
2018
Q1 | $484K | Buy |
7,437
+1,758
| +31% | +$114K | 0.26% | 88 |
|
|
2017
Q4 | $475K | Buy |
+5,679
| New | +$475K | 0.24% | 92 |
|