Lee Financial’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-219
| Closed | -$22.4K | – | 421 |
|
|
2023
Q4 | $22.4K | Buy |
219
+156
| +248% | +$16K | ﹤0.01% | 308 |
|
|
2023
Q3 | $5.59K | Hold |
63
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $5.55K | Sell |
63
-344
| -85% | -$30.3K | ﹤0.01% | 490 |
|
|
2023
Q1 | $31.1K | Sell |
407
-261
| -39% | -$20K | 0.01% | 268 |
|
|
2022
Q4 | $34.9K | Sell |
668
-14
| -2% | -$731 | 0.01% | 278 |
|
|
2022
Q3 | $26K | Buy |
682
+24
| +4% | +$915 | ﹤0.01% | 304 |
|
|
2022
Q2 | $26K | Sell |
658
-135
| -17% | -$5.33K | ﹤0.01% | 304 |
|
|
2022
Q1 | $45K | Buy |
793
+114
| +17% | +$6.47K | 0.01% | 248 |
|
|
2021
Q4 | $40K | Sell |
679
-22
| -3% | -$1.3K | 0.01% | 278 |
|
|
2021
Q3 | $45K | Sell |
701
-13
| -2% | -$835 | 0.01% | 240 |
|
|
2021
Q2 | $48K | Sell |
714
-115
| -14% | -$7.73K | 0.01% | 235 |
|
|
2021
Q1 | $54K | Buy |
829
+803
| +3,088% | +$52.3K | 0.01% | 226 |
|
|
2020
Q4 | $1K | Sell |
26
-21
| -45% | -$808 | ﹤0.01% | 457 |
|
|
2020
Q3 | $1K | Buy |
47
+7
| +18% | +$149 | ﹤0.01% | 516 |
|
|
2020
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 507 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 438 |
|
|
2019
Q4 | $2K | Sell |
40
-132
| -77% | -$6.6K | ﹤0.01% | 466 |
|
|
2019
Q3 | $8K | Buy |
172
+131
| +320% | +$6.09K | ﹤0.01% | 381 |
|
|
2019
Q2 | $2K | Buy |
41
+1
| +3% | +$49 | ﹤0.01% | 486 |
|
|
2019
Q1 | $2K | Buy |
40
+12
| +43% | +$600 | ﹤0.01% | 476 |
|
|
2018
Q4 | $1K | Sell |
28
-174
| -86% | -$6.21K | ﹤0.01% | 426 |
|
|
2018
Q3 | $11K | Sell |
202
-1,105
| -85% | -$60.2K | ﹤0.01% | 307 |
|
|
2018
Q2 | $85K | Sell |
1,307
-175
| -12% | -$11.4K | 0.02% | 225 |
|
|
2018
Q1 | $96K | Buy |
1,482
+426
| +40% | +$27.6K | 0.02% | 211 |
|
|
2017
Q4 | $88K | Sell |
1,056
-2,457
| -70% | -$205K | 0.03% | 163 |
|
|
2017
Q3 | $407K | Sell |
3,513
-9,276
| -73% | -$1.07M | 0.13% | 83 |
|
|
2017
Q2 | $1.66M | Sell |
12,789
-6,561
| -34% | -$849K | 0.61% | 31 |
|
|
2017
Q1 | $2.76M | Sell |
19,350
-9,437
| -33% | -$1.35M | 1.1% | 20 |
|
|
2016
Q4 | $4.36M | Buy |
+28,787
| New | +$4.36M | 2.44% | 5 |
|