LGWM
Litman Gregory Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,310
| Closed | -$30K | – | 107 |
|
|
2021
Q1 | $30K | Hold |
2,310
| – | – | 0.01% | 116 |
|
|
2020
Q4 | $25K | Hold |
2,310
| – | – | ﹤0.01% | 125 |
|
|
2020
Q3 | $14K | Hold |
2,310
| – | – | ﹤0.01% | 132 |
|
|
2020
Q2 | $16K | Hold |
2,310
| – | – | ﹤0.01% | 119 |
|
|
2020
Q1 | $18K | Hold |
2,310
| – | – | ﹤0.01% | 107 |
|
|
2019
Q4 | $26K | Sell |
2,310
-107
| -4% | -$1.2K | 0.01% | 113 |
|
|
2019
Q3 | $22K | Sell |
2,417
-106
| -4% | -$965 | 0.01% | 106 |
|
|
2019
Q2 | $26K | Buy |
2,523
+213
| +9% | +$2.2K | 0.01% | 123 |
|
|
2019
Q1 | $23K | Hold |
2,310
| – | – | 0.01% | 86 |
|
|
2018
Q4 | $17K | Sell |
2,310
-14,235
| -86% | -$105K | 0.01% | 99 |
|
|
2018
Q3 | $187K | Hold |
16,545
| – | – | 0.06% | 39 |
|
|
2018
Q2 | $225K | Hold |
16,545
| – | – | 0.09% | 33 |
|
|
2018
Q1 | $223K | Buy |
+16,545
| New | +$223K | 0.09% | 33 |
|