Lucia Wealth Services’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 177 |
|
2020
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 175 |
|
2020
Q1 | $3K | Buy |
82
+42
| +105% | +$1.54K | ﹤0.01% | 188 |
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 183 |
|
2019
Q3 | $2K | Sell |
40
-100
| -71% | -$5K | ﹤0.01% | 164 |
|
2019
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 166 |
|
2019
Q1 | $7K | Buy |
140
+36
| +35% | +$1.8K | ﹤0.01% | 181 |
|
2018
Q4 | $4K | Hold |
104
| – | – | ﹤0.01% | 169 |
|
2018
Q3 | $6K | Sell |
104
-793
| -88% | -$45.8K | ﹤0.01% | 211 |
|
2018
Q2 | $59K | Sell |
897
-17
| -2% | -$1.12K | 0.03% | 154 |
|
2018
Q1 | $59K | Buy |
+914
| New | +$59K | 0.02% | 140 |
|