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