Live Oak Private Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,715
| Closed | -$273K | – | 182 |
|
|
2024
Q2 | $273K | Sell |
1,715
-434
| -20% | -$69K | 0.05% | 144 |
|
|
2024
Q1 | $301K | Hold |
2,149
| – | – | 0.05% | 132 |
|
|
2023
Q4 | $219K | Buy |
+2,149
| New | +$219K | 0.04% | 155 |
|
|
2023
Q3 | – | Sell |
-2,289
| Closed | -$201K | – | 162 |
|
|
2023
Q2 | $201K | Buy |
+2,289
| New | +$201K | 0.04% | 155 |
|
|
2021
Q3 | – | Sell |
-3,086
| Closed | -$207K | – | 173 |
|
|
2021
Q2 | $207K | Sell |
3,086
-94
| -3% | -$6.31K | 0.05% | 156 |
|
|
2021
Q1 | $208K | Sell |
3,180
-362
| -10% | -$23.7K | 0.05% | 147 |
|
|
2020
Q4 | $191K | Buy |
+3,542
| New | +$191K | 0.05% | 141 |
|
|
2020
Q2 | – | Sell |
-2,341
| Closed | -$93K | – | 139 |
|
|
2020
Q1 | $93K | Buy |
2,341
+180
| +8% | +$7.15K | 0.1% | 74 |
|
|
2019
Q4 | $120K | Buy |
+2,161
| New | +$120K | 0.12% | 77 |
|