Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,036
| Closed | -$94K | – | 256 |
|
|
2020
Q3 | $94K | Hold |
3,036
| – | – | 0.03% | 200 |
|
|
2020
Q2 | $103K | Buy |
3,036
+239
| +9% | +$8.11K | 0.03% | 176 |
|
|
2020
Q1 | $111K | Buy |
2,797
+1,085
| +63% | +$43.1K | 0.06% | 154 |
|
|
2019
Q4 | $110K | Sell |
1,712
-502
| -23% | -$32.3K | 0.09% | 148 |
|
|
2019
Q3 | $99K | Sell |
2,214
-441
| -17% | -$19.7K | 0.06% | 176 |
|
|
2019
Q2 | $139K | Hold |
2,655
| – | – | 0.07% | 146 |
|
|
2019
Q1 | $132K | Sell |
2,655
-107
| -4% | -$5.32K | 0.07% | 153 |
|
|
2018
Q4 | $100K | Sell |
2,762
-242
| -8% | -$8.76K | 0.06% | 165 |
|
|
2018
Q3 | $163K | Buy |
3,004
+54
| +2% | +$2.93K | 0.08% | 129 |
|
|
2018
Q2 | $192K | Buy |
2,950
+632
| +27% | +$41.1K | 0.11% | 126 |
|
|
2018
Q1 | $150K | Buy |
2,318
+99
| +4% | +$6.41K | 0.09% | 128 |
|
|
2017
Q4 | $186K | Buy |
2,219
+242
| +12% | +$20.3K | 0.1% | 142 |
|
|
2017
Q3 | $229K | Sell |
1,977
-1,611
| -45% | -$187K | 0.14% | 110 |
|
|
2017
Q2 | $464K | Sell |
3,588
-623
| -15% | -$80.6K | 0.3% | 57 |
|
|
2017
Q1 | $601K | Sell |
4,211
-34
| -0.8% | -$4.85K | 0.36% | 61 |
|
|
2016
Q4 | $643K | Buy |
4,245
+1,561
| +58% | +$236K | 0.41% | 53 |
|
|
2016
Q3 | $381K | Sell |
2,684
-314
| -10% | -$44.6K | 0.27% | 78 |
|
|
2016
Q2 | $452K | Sell |
2,998
-210
| -7% | -$31.7K | 0.33% | 64 |
|
|
2016
Q1 | $489K | Sell |
3,208
-1,117
| -26% | -$170K | 0.37% | 60 |
|
|
2015
Q4 | $646K | Buy |
+4,325
| New | +$646K | 0.44% | 54 |
|