Mosaic Family Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,367
| Closed | -$68K | – | 338 |
|
|
2019
Q1 | $68K | Sell |
1,367
-430
| -24% | -$21.4K | 0.03% | 278 |
|
|
2018
Q4 | $65K | Sell |
1,797
-725
| -29% | -$26.2K | 0.03% | 282 |
|
|
2018
Q3 | $104K | Sell |
2,522
-1,662
| -40% | -$68.5K | 0.04% | 218 |
|
|
2018
Q2 | $273K | Sell |
4,184
-1,106
| -21% | -$72.2K | 0.1% | 135 |
|
|
2018
Q1 | $342K | Sell |
5,290
-365
| -6% | -$23.6K | 0.13% | 110 |
|
|
2017
Q4 | $473K | Sell |
5,655
-4,552
| -45% | -$381K | 0.17% | 89 |
|
|
2017
Q3 | $1.18M | Buy |
10,207
+1,504
| +17% | +$174K | 0.46% | 31 |
|
|
2017
Q2 | $1.13M | Buy |
8,703
+118
| +1% | +$15.3K | 0.47% | 29 |
|
|
2017
Q1 | $1.23M | Buy |
8,585
+401
| +5% | +$57.3K | 0.53% | 29 |
|
|
2016
Q4 | $1.24M | Sell |
8,184
-1,208
| -13% | -$183K | 0.57% | 26 |
|
|
2016
Q3 | $1.33M | Buy |
9,392
+701
| +8% | +$99.5K | 0.62% | 25 |
|
|
2016
Q2 | $1.31M | Buy |
8,691
+1,866
| +27% | +$281K | 0.63% | 25 |
|
|
2016
Q1 | $1.04M | Sell |
6,825
-370
| -5% | -$56.3K | 0.5% | 34 |
|
|
2015
Q4 | $1.07M | Buy |
+7,195
| New | +$1.07M | 0.48% | 36 |
|