MWPCG
Measured Wealth Private Client Group’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,188
| Closed | -$100K | – | 119 |
|
|
2019
Q3 | $100K | Sell |
11,188
-244
| -2% | -$2.18K | 0.06% | 130 |
|
|
2019
Q2 | $120K | Sell |
11,432
-6,430
| -36% | -$67.5K | 0.07% | 195 |
|
|
2019
Q1 | $178K | Buy |
17,862
+6,590
| +58% | +$65.7K | 0.11% | 170 |
|
|
2018
Q4 | $85K | Sell |
11,272
-18,627
| -62% | -$140K | 0.08% | 101 |
|
|
2018
Q3 | $337K | Buy |
29,899
+7,812
| +35% | +$88.1K | 0.2% | 96 |
|
|
2018
Q2 | $300K | Buy |
+22,087
| New | +$300K | 0.24% | 100 |
|