Independence Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-2,094
| Closed | -$71K | – | 173 |
|
2020
Q2 | $71K | Buy |
2,094
+5
| +0.2% | +$170 | 0.02% | 113 |
|
2020
Q1 | $83K | Buy |
+2,089
| New | +$83K | 0.02% | 97 |
|
2017
Q4 | – | Sell |
-3,628
| Closed | -$420K | – | 78 |
|
2017
Q3 | $420K | Buy |
3,628
+242
| +7% | +$28K | 0.17% | 43 |
|
2017
Q2 | $438K | Sell |
3,386
-122
| -3% | -$15.8K | 0.17% | 46 |
|
2017
Q1 | $501K | Sell |
3,508
-180
| -5% | -$25.7K | 0.21% | 40 |
|
2016
Q4 | $559K | Buy |
3,688
+195
| +6% | +$29.6K | 0.25% | 38 |
|
2016
Q3 | $496K | Buy |
3,493
+529
| +18% | +$75.1K | 0.23% | 38 |
|
2016
Q2 | $447K | Buy |
+2,964
| New | +$447K | 0.23% | 30 |
|