Johanson Financial 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
Q1 | – | Sell |
-12,011
| Closed | -$5.36M | – | 145 |
|
|
2019
Q4 | $5.36M | Buy |
+12,011
| New | +$5.36M | 0.25% | 62 |
|
|
2017
Q4 | – | Sell |
-1,815
| Closed | -$211K | – | 86 |
|
|
2017
Q3 | $211K | Sell |
1,815
-852
| -32% | -$99K | 0.15% | 85 |
|
|
2017
Q2 | $344K | Sell |
2,667
-318
| -11% | -$41K | 0.28% | 60 |
|
|
2017
Q1 | $427K | Buy |
+2,985
| New | +$427K | 0.38% | 50 |
|
|
2016
Q4 | – | Sell |
-3,755
| Closed | -$534K | – | 27 |
|
|
2016
Q3 | $534K | Sell |
3,755
-69
| -2% | -$9.81K | 0.57% | 44 |
|
|
2016
Q2 | $575K | Sell |
3,824
-346
| -8% | -$52K | 0.68% | 39 |
|
|
2016
Q1 | $633K | Sell |
4,170
-91
| -2% | -$13.8K | 0.78% | 35 |
|
|
2015
Q4 | $636K | Buy |
+4,261
| New | +$636K | 0.83% | 34 |
|