Kays Financial Advisory’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 | $57K | Sell |
1,848
-205
| -10% | -$6.32K | 0.01% | 85 |
|
|
2020
Q2 | $70K | Buy |
2,053
+261
| +15% | +$8.9K | 0.01% | 82 |
|
|
2020
Q1 | $71K | Sell |
1,792
-424
| -19% | -$16.8K | 0.01% | 77 |
|
|
2019
Q4 | $123K | Sell |
2,216
-5,387
| -71% | -$299K | 0.02% | 85 |
|
|
2019
Q3 | $338K | Sell |
7,603
-97
| -1% | -$4.31K | 0.06% | 88 |
|
|
2019
Q2 | $403K | Buy |
7,700
+374
| +5% | +$19.6K | 0.07% | 82 |
|
|
2019
Q1 | $365K | Buy |
7,326
+5,478
| +296% | +$273K | 0.07% | 84 |
|
|
2018
Q4 | $67K | Buy |
+1,848
| New | +$67K | 0.02% | 96 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 84 |
|
|
2018
Q2 | – | Sell |
-1,093
| Closed | -$71K | – | 75 |
|
|
2018
Q1 | $71K | Sell |
1,093
-4,356
| -80% | -$283K | 0.02% | 72 |
|
|
2017
Q4 | $455K | Sell |
5,449
-372
| -6% | -$31.1K | 0.13% | 59 |
|
|
2017
Q3 | $675K | Sell |
5,821
-108
| -2% | -$12.5K | 0.22% | 52 |
|
|
2017
Q2 | $768K | Buy |
5,929
+122
| +2% | +$15.8K | 0.26% | 53 |
|
|
2017
Q1 | $830K | Sell |
5,807
-406
| -7% | -$58K | 0.3% | 48 |
|
|
2016
Q4 | $941K | Buy |
6,213
+1,527
| +33% | +$231K | 0.37% | 45 |
|
|
2016
Q3 | $665K | Buy |
4,686
+32
| +0.7% | +$4.54K | 0.28% | 49 |
|
|
2016
Q2 | $702K | Buy |
4,654
+1
| +0% | +$151 | 0.32% | 42 |
|
|
2016
Q1 | $709K | Sell |
4,653
-1,887
| -29% | -$288K | 0.35% | 37 |
|
|
2015
Q4 | $976K | Buy |
6,540
+115
| +2% | +$17.2K | 0.51% | 28 |
|
|
2015
Q3 | $777K | Buy |
6,425
+2
| +0% | +$242 | 0.44% | 31 |
|
|
2015
Q2 | $818K | Buy |
6,423
+1
| +0% | +$127 | 0.47% | 23 |
|
|
2015
Q1 | $763K | Buy |
6,422
+2
| +0% | +$238 | 0.45% | 26 |
|
|
2014
Q4 | $778K | Buy |
6,420
+1
| +0% | +$121 | 0.53% | 18 |
|
|
2014
Q3 | $788K | Buy |
6,419
+2
| +0% | +$246 | 0.57% | 17 |
|
|
2014
Q2 | $809K | Buy |
6,417
+176
| +3% | +$22.2K | 0.58% | 16 |
|
|
2014
Q1 | $774K | Hold |
6,241
| – | – | 0.56% | 16 |
|
|
2013
Q4 | $838K | Buy |
+6,241
| New | +$838K | 0.63% | 16 |
|