KMWM
Keudell/Morrison Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,059
| Closed | -$212K | – | 189 |
|
|
2021
Q3 | $212K | Sell |
2,059
-12,367
| -86% | -$1.27M | 0.09% | 166 |
|
|
2021
Q2 | $194K | Buy |
14,426
+1,936
| +16% | +$26K | 0.11% | 164 |
|
|
2021
Q1 | $164K | Sell |
12,490
-1,074
| -8% | -$14.1K | 0.1% | 163 |
|
|
2020
Q4 | $146K | Sell |
13,564
-1,461
| -10% | -$15.7K | 0.09% | 154 |
|
|
2020
Q3 | $94K | Buy |
15,025
+170
| +1% | +$1.06K | 0.06% | 145 |
|
|
2020
Q2 | $101K | Sell |
14,855
-402
| -3% | -$2.73K | 0.08% | 139 |
|
|
2020
Q1 | $121K | Buy |
15,257
+1,302
| +9% | +$10.3K | 0.12% | 131 |
|
|
2019
Q4 | $156K | Sell |
13,955
-745
| -5% | -$8.33K | 0.11% | 150 |
|
|
2019
Q3 | $131K | Sell |
14,700
-1,464
| -9% | -$13K | 0.11% | 148 |
|
|
2019
Q2 | $153K | Sell |
16,164
-1,092
| -6% | -$10.3K | 0.13% | 137 |
|
|
2019
Q1 | $172K | Buy |
+17,256
| New | +$172K | 0.15% | 134 |
|