Kiley Juergens Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,746
| Closed | -$653K | – | 67 |
|
|
2021
Q2 | $653K | Buy |
9,746
+1,605
| +20% | +$108K | 0.3% | 52 |
|
|
2021
Q1 | $532K | Buy |
8,141
+2,090
| +35% | +$137K | 0.28% | 50 |
|
|
2020
Q4 | $325K | Buy |
+6,051
| New | +$325K | 0.19% | 49 |
|
|
2020
Q1 | – | Sell |
-3,939
| Closed | -$219K | – | 46 |
|
|
2019
Q4 | $219K | Buy |
+3,939
| New | +$219K | 0.19% | 43 |
|
|
2018
Q4 | – | Sell |
-3,466
| Closed | -$187K | – | 262 |
|
|
2018
Q3 | $187K | Sell |
3,466
-36
| -1% | -$1.94K | 0.14% | 103 |
|
|
2018
Q2 | $228K | Sell |
3,502
-254
| -7% | -$16.5K | 0.2% | 75 |
|
|
2018
Q1 | $242K | Sell |
3,756
-578
| -13% | -$37.2K | 0.26% | 71 |
|
|
2017
Q4 | $362K | Buy |
+4,334
| New | +$362K | 0.33% | 52 |
|