JPLA
Joseph P. Lucia & Associates’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-543
| Closed | -$35K | – | 227 |
|
|
2022
Q2 | $35K | Buy |
+543
| New | +$35K | 0.02% | 207 |
|
|
2021
Q4 | – | Sell |
-680
| Closed | -$70K | – | 277 |
|
|
2021
Q3 | $70K | Sell |
680
-5,296
| -89% | -$545K | 0.04% | 194 |
|
|
2021
Q2 | $80K | Sell |
5,976
-286
| -5% | -$3.83K | 0.05% | 187 |
|
|
2021
Q1 | $82K | Buy |
6,262
+125
| +2% | +$1.64K | 0.04% | 173 |
|
|
2020
Q4 | $66K | Buy |
+6,137
| New | +$66K | 0.05% | 169 |
|
|
2020
Q3 | – | Sell |
-9,826
| Closed | -$67K | – | 218 |
|
|
2020
Q2 | $67K | Sell |
9,826
-235
| -2% | -$1.6K | 0.06% | 157 |
|
|
2020
Q1 | $80K | Buy |
10,061
+4,712
| +88% | +$37.5K | 0.09% | 135 |
|
|
2019
Q4 | $60K | Buy |
5,349
+169
| +3% | +$1.9K | 0.05% | 159 |
|
|
2019
Q3 | $46K | Sell |
5,180
-120
| -2% | -$1.07K | 0.05% | 182 |
|
|
2019
Q2 | $56K | Sell |
5,300
-44,995
| -89% | -$475K | 0.06% | 159 |
|
|
2019
Q1 | $5.3K | Buy |
+50,295
| New | +$5.3K | 0.39% | 50 |
|