LWP
Legacy Wealth Planning’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,373
| Closed | -$207K | – | 100 |
|
|
2021
Q2 | $207K | Hold |
15,373
| – | – | 0.24% | 92 |
|
|
2021
Q1 | $202K | Sell |
15,373
-2,026
| -12% | -$26.6K | 0.26% | 88 |
|
|
2020
Q4 | $188K | Sell |
17,399
-346
| -2% | -$3.74K | 0.24% | 82 |
|
|
2020
Q3 | $111K | Buy |
17,745
+1,658
| +10% | +$10.4K | 0.13% | 78 |
|
|
2020
Q2 | $110K | Sell |
16,087
-500
| -3% | -$3.42K | 0.13% | 76 |
|
|
2020
Q1 | $132K | Hold |
16,587
| – | – | 0.21% | 69 |
|
|
2019
Q4 | $185K | Buy |
+16,587
| New | +$185K | 0.21% | 78 |
|