Lenox Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4K | Sell |
69
-361
| -84% | -$21.5K | ﹤0.01% | 583 |
|
|
2021
Q4 | $25K | Sell |
430
-318
| -43% | -$20K | ﹤0.01% | 357 |
|
|
2021
Q3 | $48K | Sell |
748
-58
| -7% | -$3.73K | 0.01% | 238 |
|
|
2021
Q2 | $54K | Sell |
806
-28
| -3% | -$1.87K | 0.01% | 222 |
|
|
2021
Q1 | $55K | Sell |
834
-60
| -7% | -$3.63K | 0.01% | 179 |
|
|
2020
Q4 | $48K | Sell |
894
-441
| -33% | -$19.8K | 0.01% | 187 |
|
|
2020
Q3 | $41K | Buy |
1,335
+401
| +43% | +$13K | 0.01% | 185 |
|
|
2020
Q2 | $32K | Buy |
934
+165
| +21% | +$5.56K | 0.01% | 214 |
|
|
2020
Q1 | $30K | Sell |
769
-35
| -4% | -$1.87K | 0.01% | 195 |
|
|
2019
Q4 | $45K | Sell |
804
-181
| -18% | -$9.35K | 0.01% | 191 |
|
|
2019
Q3 | $44K | Buy |
985
+216
| +28% | +$10.2K | 0.01% | 168 |
|
|
2019
Q2 | $40K | Buy |
769
+749
| +3,745% | +$36.9K | 0.01% | 157 |
|
|
2019
Q1 | $1K | Sell |
20
-1
| -5% | -$47 | ﹤0.01% | 585 |
|
|
2018
Q4 | $1K | Sell |
21
-166
| -89% | -$7.49K | ﹤0.01% | 361 |
|
|
2018
Q3 | $10K | Sell |
187
-123
| -40% | -$7.58K | ﹤0.01% | 278 |
|
|
2018
Q2 | $20K | Sell |
310
-54
| -15% | -$3.6K | ﹤0.01% | 257 |
|
|
2018
Q1 | $24K | Buy |
364
+234
| +180% | +$17.3K | 0.01% | 246 |
|
|
2017
Q4 | $11K | Buy |
130
+125
| +2,500% | +$11.9K | ﹤0.01% | 166 |
|
|
2017
Q3 | $1K | Buy |
+5
| New | +$604 | ﹤0.01% | 200 |
|
|
2017
Q1 | – | Sell |
-227
| Closed | -$34K | – | 98 |
|
|
2016
Q4 | $34K | Sell |
227
-133
| -37% | -$19.3K | 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% | -$3.53K | 0.02% | 83 |
|
|
2015
Q4 | $57K | Sell |
385
-362
| -48% | -$51.4K | 0.02% | 76 |
|
|
2015
Q3 | $90K | Buy |
747
+6
| +0.8% | +$735 | 0.03% | 53 |
|
|
2015
Q2 | $94K | Sell |
741
-1
| -0.1% | -$130 | 0.04% | 46 |
|
|
2015
Q1 | $88K | Sell |
742
-62
| -8% | -$7.38K | 0.04% | 53 |
|
|
2014
Q4 | $97K | Sell |
804
-187
| -19% | -$23K | 0.04% | 46 |
|
|
2014
Q3 | $122K | Sell |
991
-83
| -8% | -$10.3K | 0.05% | 37 |
|
|
2014
Q2 | $136K | Buy |
1,074
+343
| +47% | +$43.6K | 0.06% | 28 |
|
|
2014
Q1 | $91K | Sell |
731
-197
| -21% | -$24.3K | 0.05% | 34 |
|
|
2013
Q4 | $125K | Buy |
928
+571
| +160% | +$71.9K | 0.09% | 33 |
|
|
2013
Q3 | $41K | Sell |
357
-92
| -20% | -$10.6K | 0.04% | 40 |
|
|
2013
Q2 | $50K | Buy |
+449
| New | +$49.7K | 0.06% | 34 |
|
Other funds holding GE
Lenox Wealth Advisors's GE Position: Q1 2022 in Review
Lenox Wealth Advisors reduced its GE Aerospace (GE) stake by 84% in Q1 2022, selling an estimated $21.5K and leaving 69 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #583.
Lenox Wealth Advisors first reported a position in GE in Q2 2013 and has held it in 34 quarters since. The position peaked at $136K in Q2 2014. 1,564 funds tracked by Wall St. Rank hold GE as of Q1 2022.
- Lenox Wealth Advisors held 69 shares of GE Aerospace worth $4K as of Q1 2022.
- Lenox Wealth Advisors sold 361 GE Aerospace shares in Q1 2022, an estimated $21.5K.
- GE Aerospace made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #583 holding.
- Lenox Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 34 quarters since.
- Lenox Wealth Advisors's GE Aerospace position peaked at $136K in Q2 2014.
- 1,564 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.