KCS Wealth Advisory’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,451
| Closed | -$203K | – | 166 |
|
|
2021
Q4 | $203K | Sell |
3,451
-55
| -2% | -$3.24K | 0.08% | 156 |
|
|
2021
Q3 | $225K | Sell |
3,506
-4
| -0.1% | -$257 | 0.11% | 142 |
|
|
2021
Q2 | $235K | Sell |
3,510
-74
| -2% | -$4.95K | 0.11% | 143 |
|
|
2021
Q1 | $235K | Sell |
3,584
-32
| -0.9% | -$2.1K | 0.12% | 139 |
|
|
2020
Q4 | $195K | Sell |
3,616
-4
| -0.1% | -$216 | 0.13% | 146 |
|
|
2020
Q3 | $112K | Sell |
3,620
-745
| -17% | -$23.1K | 0.09% | 139 |
|
|
2020
Q2 | $149K | Sell |
4,365
-139
| -3% | -$4.75K | 0.12% | 138 |
|
|
2020
Q1 | $178K | Buy |
4,504
+686
| +18% | +$27.1K | 0.18% | 134 |
|
|
2019
Q4 | $212K | Sell |
3,818
-66
| -2% | -$3.67K | 0.16% | 144 |
|
|
2019
Q3 | $173K | Buy |
3,884
+176
| +5% | +$7.84K | 0.12% | 159 |
|
|
2019
Q2 | $194K | Buy |
3,708
+705
| +23% | +$36.9K | 0.15% | 147 |
|
|
2019
Q1 | $150K | Buy |
+3,003
| New | +$150K | 0.13% | 146 |
|
|
2018
Q4 | – | Sell |
-3,309
| Closed | -$179K | – | 155 |
|
|
2018
Q3 | $179K | Sell |
3,309
-142
| -4% | -$7.68K | 0.17% | 145 |
|
|
2018
Q2 | $225K | Sell |
3,451
-14
| -0.4% | -$913 | 0.21% | 140 |
|
|
2018
Q1 | $224K | Buy |
3,465
+1,276
| +58% | +$82.5K | 0.2% | 147 |
|
|
2017
Q4 | $183K | Buy |
+2,189
| New | +$183K | 0.18% | 162 |
|