Landmark Financial Advisors’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 |
-3,759
| Closed | -$221K | – | 87 |
|
|
2021
Q4 | $221K | Buy |
+3,759
| New | +$221K | 0.1% | 81 |
|
|
2021
Q3 | – | Sell |
-3,414
| Closed | -$229K | – | 69 |
|
|
2021
Q2 | $229K | Hold |
3,414
| – | – | 0.11% | 68 |
|
|
2021
Q1 | $223K | Buy |
3,414
+120
| +4% | +$7.84K | 0.12% | 65 |
|
|
2020
Q4 | $188K | Hold |
3,294
| – | – | 0.11% | 69 |
|
|
2020
Q3 | $105K | Sell |
3,294
-197
| -6% | -$6.28K | 0.07% | 60 |
|
|
2020
Q2 | $122K | Buy |
3,491
+31
| +0.9% | +$1.08K | 0.08% | 60 |
|
|
2020
Q1 | $120K | Buy |
3,460
+24
| +0.7% | +$832 | 0.08% | 65 |
|
|
2019
Q4 | $202K | Buy |
3,436
+83
| +2% | +$4.88K | 0.12% | 65 |
|
|
2019
Q3 | $149K | Hold |
3,353
| – | – | 0.09% | 59 |
|
|
2019
Q2 | $175K | Buy |
3,353
+1
| +0% | +$52 | 0.11% | 58 |
|
|
2019
Q1 | $166K | Sell |
3,352
-133
| -4% | -$6.59K | 0.11% | 54 |
|
|
2018
Q4 | $126K | Buy |
3,485
+354
| +11% | +$12.8K | 0.08% | 56 |
|
|
2018
Q3 | $169K | Buy |
3,131
+8
| +0.3% | +$432 | 0.1% | 59 |
|
|
2018
Q2 | $203K | Sell |
3,123
-15
| -0.5% | -$975 | 0.13% | 51 |
|
|
2018
Q1 | $203K | Sell |
3,138
-1,547
| -33% | -$100K | 0.13% | 53 |
|
|
2017
Q4 | $391K | Buy |
4,685
+391
| +9% | +$32.6K | 0.25% | 38 |
|
|
2017
Q3 | $498K | Buy |
4,294
+32
| +0.8% | +$3.71K | 0.34% | 32 |
|
|
2017
Q2 | $551K | Buy |
4,262
+6
| +0.1% | +$776 | 0.4% | 30 |
|
|
2017
Q1 | $608K | Hold |
4,256
| – | – | 0.45% | 28 |
|
|
2016
Q4 | $645K | Sell |
4,256
-284
| -6% | -$43K | 0.52% | 28 |
|
|
2016
Q3 | $645K | Sell |
4,540
-425
| -9% | -$60.4K | 0.55% | 30 |
|
|
2016
Q2 | $749K | Sell |
4,965
-204
| -4% | -$30.8K | 0.7% | 30 |
|
|
2016
Q1 | $787K | Buy |
5,169
+504
| +11% | +$76.7K | 0.8% | 26 |
|
|
2015
Q4 | $696K | Sell |
4,665
-4,262
| -48% | -$636K | 0.73% | 25 |
|
|
2015
Q3 | $1.28M | Buy |
8,927
+2,922
| +49% | +$420K | 1.42% | 19 |
|
|
2015
Q2 | $959K | Buy |
6,005
+829
| +16% | +$132K | 0.99% | 19 |
|
|
2015
Q1 | $615K | Sell |
5,176
-429
| -8% | -$51K | 0.65% | 25 |
|
|
2014
Q4 | $687K | Buy |
+5,605
| New | +$687K | 0.71% | 24 |
|