Lenox Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $92K | Buy |
2,713
+139
| +5% | +$4.71K | 0.03% | 207 |
|
|
2020
Q1 | $101K | Buy |
2,574
+246
| +11% | +$9.65K | 0.03% | 190 |
|
|
2019
Q4 | $130K | Sell |
2,328
-91
| -4% | -$5.08K | 0.04% | 195 |
|
|
2019
Q3 | $107K | Buy |
2,419
+849
| +54% | +$37.6K | 0.03% | 202 |
|
|
2019
Q2 | $82K | Sell |
1,570
-3,589
| -70% | -$187K | 0.02% | 207 |
|
|
2019
Q1 | $257K | Buy |
5,159
+236
| +5% | +$11.8K | 0.08% | 114 |
|
|
2018
Q4 | $179K | Buy |
4,923
+3,512
| +249% | +$128K | 0.06% | 125 |
|
|
2018
Q3 | $77K | Sell |
1,411
-296
| -17% | -$16.2K | 0.02% | 211 |
|
|
2018
Q2 | $112K | Sell |
1,707
-7
| -0.4% | -$459 | 0.04% | 166 |
|
|
2018
Q1 | $111K | Sell |
1,714
-1,786
| -51% | -$116K | 0.04% | 164 |
|
|
2017
Q4 | $295K | Buy |
3,500
+1,374
| +65% | +$116K | 0.09% | 116 |
|
|
2017
Q3 | $248K | Buy |
2,126
+216
| +11% | +$25.2K | 0.09% | 122 |
|
|
2017
Q2 | $249K | Sell |
1,910
-1,309
| -41% | -$171K | 0.1% | 118 |
|
|
2017
Q1 | $460K | Sell |
3,219
-673
| -17% | -$96.2K | 0.33% | 17 |
|
|
2016
Q4 | $589K | Buy |
3,892
+145
| +4% | +$21.9K | 0.45% | 11 |
|
|
2016
Q3 | $532K | Sell |
3,747
-1,724
| -32% | -$245K | 0.42% | 12 |
|
|
2016
Q2 | $825K | Buy |
5,471
+27
| +0.5% | +$4.07K | 0.6% | 9 |
|
|
2016
Q1 | $829K | Buy |
5,444
+1,480
| +37% | +$225K | 0.58% | 9 |
|
|
2015
Q4 | $592K | Sell |
3,964
-562
| -12% | -$83.9K | 0.46% | 12 |
|
|
2015
Q3 | $547K | Buy |
4,526
+3
| +0.1% | +$363 | 0.45% | 8 |
|
|
2015
Q2 | $576K | Sell |
4,523
-30
| -0.7% | -$3.82K | 0.43% | 9 |
|
|
2015
Q1 | $541K | Sell |
4,553
-252
| -5% | -$29.9K | 0.38% | 9 |
|
|
2014
Q4 | $581K | Sell |
4,805
-31
| -0.6% | -$3.75K | 0.38% | 10 |
|
|
2014
Q3 | $594K | Buy |
4,836
+3
| +0.1% | +$368 | 0.4% | 8 |
|
|
2014
Q2 | $609K | Sell |
4,833
-227
| -4% | -$28.6K | 0.42% | 8 |
|
|
2014
Q1 | $628K | Buy |
5,060
+657
| +15% | +$81.5K | 0.32% | 10 |
|
|
2013
Q4 | $591K | Buy |
+4,403
| New | +$591K | 0.39% | 10 |
|