Lenox Wealth Advisors’s GE Aerospace GE Stock Holding History

Lenox Wealth Advisors’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$4K	Sell	69 -361	-84%	-$20.9K	﹤0.01%	583
2021 Q4	$25K	Sell	430 -318	-43%	-$18.5K	﹤0.01%	357
2021 Q3	$48K	Sell	748 -58	-7%	-$3.72K	0.01%	238
2021 Q2	$54K	Sell	806 -28	-3%	-$1.88K	0.01%	222
2021 Q1	$55K	Sell	834 -60	-7%	-$3.96K	0.01%	179
2020 Q4	$48K	Sell	894 -441	-33%	-$23.7K	0.01%	187
2020 Q3	$41K	Buy	1,335 +401	+43%	+$12.3K	0.01%	185
2020 Q2	$32K	Buy	934 +165	+21%	+$5.65K	0.01%	214
2020 Q1	$30K	Sell	769 -35	-4%	-$1.37K	0.01%	195
2019 Q4	$45K	Sell	804 -181	-18%	-$10.1K	0.01%	191
2019 Q3	$44K	Buy	985 +216	+28%	+$9.65K	0.01%	168
2019 Q2	$40K	Buy	769 +749	+3,745%	+$39K	0.01%	157
2019 Q1	$1K	Sell	20 -1	-5%	-$50	﹤0.01%	585
2018 Q4	$1K	Sell	21 -166	-89%	-$7.91K	﹤0.01%	361
2018 Q3	$10K	Sell	187 -123	-40%	-$6.58K	﹤0.01%	278
2018 Q2	$20K	Sell	310 -54	-15%	-$3.48K	﹤0.01%	257
2018 Q1	$24K	Buy	364 +234	+180%	+$15.4K	0.01%	246
2017 Q4	$11K	Buy	130 +125	+2,500%	+$10.6K	﹤0.01%	166
2017 Q3	$1K	Buy	+5	New	+$1K	﹤0.01%	200
2017 Q1	–	Sell	-227	Closed	-$34K	–	98
2016 Q4	$34K	Sell	227 -133	-37%	-$19.9K	0.01%	62
2016 Q3	$51K	Hold	360	–	–	0.02%	82
2016 Q2	$54K	Hold	360	–	–	0.02%	84
2016 Q1	$55K	Sell	360 -25	-6%	-$3.82K	0.02%	83
2015 Q4	$57K	Sell	385 -362	-48%	-$53.6K	0.02%	76
2015 Q3	$90K	Buy	747 +6	+0.8%	+$723	0.03%	53
2015 Q2	$94K	Sell	741 -1	-0.1%	-$127	0.04%	46
2015 Q1	$88K	Sell	742 -62	-8%	-$7.35K	0.04%	53
2014 Q4	$97K	Sell	804 -187	-19%	-$22.6K	0.04%	46
2014 Q3	$122K	Sell	991 -83	-8%	-$10.2K	0.05%	37
2014 Q2	$136K	Buy	1,074 +343	+47%	+$43.4K	0.06%	28
2014 Q1	$91K	Sell	731 -197	-21%	-$24.5K	0.05%	34
2013 Q4	$125K	Buy	928 +571	+160%	+$76.9K	0.09%	33
2013 Q3	$41K	Sell	357 -92	-20%	-$10.6K	0.04%	40
2013 Q2	$50K	Buy	+449	New	+$50K	0.06%	34