Lake Street Private Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,765
| Closed | -$386K | – | 307 |
|
2022
Q1 | $386K | Sell |
6,765
-1,212
| -15% | -$69.2K | 0.07% | 217 |
|
2021
Q4 | $470K | Sell |
7,977
-2,511
| -24% | -$148K | 0.08% | 204 |
|
2021
Q3 | $673K | Sell |
10,488
-480
| -4% | -$30.8K | 0.16% | 126 |
|
2021
Q2 | $737K | Buy |
10,968
+419
| +4% | +$28.2K | 0.19% | 118 |
|
2021
Q1 | $690K | Buy |
10,549
+1,627
| +18% | +$106K | 0.19% | 118 |
|
2020
Q4 | $480K | Sell |
8,922
-2,365
| -21% | -$127K | 0.14% | 128 |
|
2020
Q3 | $350K | Buy |
11,287
+1,505
| +15% | +$46.7K | 0.12% | 130 |
|
2020
Q2 | $332K | Sell |
9,782
-1,840
| -16% | -$62.4K | 0.12% | 125 |
|
2020
Q1 | $460K | Buy |
11,622
+2,869
| +33% | +$114K | 0.21% | 93 |
|
2019
Q4 | $487K | Sell |
8,753
-668
| -7% | -$37.2K | 0.19% | 115 |
|
2019
Q3 | $420K | Buy |
9,421
+1,666
| +21% | +$74.3K | 0.19% | 108 |
|
2019
Q2 | $406K | Buy |
7,755
+591
| +8% | +$30.9K | 0.24% | 88 |
|
2019
Q1 | $357K | Buy |
+7,164
| New | +$357K | 0.25% | 76 |
|