Inspirion Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,185
| Closed | -$143K | – | 86 |
|
|
2021
Q1 | $143K | Hold |
2,185
| – | – | 0.04% | 84 |
|
|
2020
Q4 | $118K | Hold |
2,185
| – | – | 0.03% | 82 |
|
|
2020
Q3 | $68K | Hold |
2,185
| – | – | 0.02% | 77 |
|
|
2020
Q2 | $74K | Sell |
2,185
-201
| -8% | -$6.81K | 0.03% | 74 |
|
|
2020
Q1 | $94K | Buy |
2,386
+44
| +2% | +$1.73K | 0.05% | 71 |
|
|
2019
Q4 | $130K | Sell |
2,342
-306
| -12% | -$17K | 0.04% | 76 |
|
|
2019
Q3 | $118K | Sell |
2,648
-100
| -4% | -$4.46K | 0.05% | 73 |
|
|
2019
Q2 | $144K | Sell |
2,748
-1,024
| -27% | -$53.7K | 0.06% | 71 |
|
|
2019
Q1 | $188K | Sell |
3,772
-246
| -6% | -$12.3K | 0.08% | 72 |
|
|
2018
Q4 | $146K | Sell |
4,018
-898
| -18% | -$32.6K | 0.07% | 70 |
|
|
2018
Q3 | $266K | Sell |
4,916
-856
| -15% | -$46.3K | 0.11% | 63 |
|
|
2018
Q2 | $376K | Sell |
5,772
-208
| -3% | -$13.6K | 0.18% | 47 |
|
|
2018
Q1 | $386K | Sell |
5,980
-1,593
| -21% | -$103K | 0.19% | 44 |
|
|
2017
Q4 | $633K | Sell |
7,573
-3,308
| -30% | -$277K | 0.31% | 32 |
|
|
2017
Q3 | $1.26M | Sell |
10,881
-438
| -4% | -$50.8K | 0.64% | 24 |
|
|
2017
Q2 | $1.47M | Hold |
11,319
| – | – | 0.8% | 20 |
|
|
2017
Q1 | $1.62M | Sell |
11,319
-617
| -5% | -$88.1K | 0.91% | 20 |
|
|
2016
Q4 | $1.81M | Sell |
11,936
-422
| -3% | -$63.9K | 1.15% | 16 |
|
|
2016
Q3 | $1.75M | Sell |
12,358
-64
| -0.5% | -$9.08K | 1.14% | 16 |
|
|
2016
Q2 | $1.87M | Buy |
12,422
+183
| +1% | +$27.6K | 1.22% | 16 |
|
|
2016
Q1 | $1.87M | Buy |
12,239
+48
| +0.4% | +$7.31K | 1.31% | 16 |
|
|
2015
Q4 | $1.82M | Buy |
12,191
+1,862
| +18% | +$278K | 1.34% | 17 |
|
|
2015
Q3 | $1.25M | Sell |
10,329
-290
| -3% | -$35K | 0.99% | 23 |
|
|
2015
Q2 | $1.35M | Sell |
10,619
-253
| -2% | -$32.2K | 1% | 20 |
|
|
2015
Q1 | $1.29M | Sell |
10,872
-1,445
| -12% | -$172K | 1.04% | 21 |
|
|
2014
Q4 | $1.49M | Buy |
+12,317
| New | +$1.49M | 1.38% | 17 |
|