Mount Yale Investment Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
2,643
+396
| +18% | +$102K | 0.05% | 278 |
|
|
2025
Q1 | $450K | Sell |
2,247
-3,454
| -61% | -$691K | 0.04% | 349 |
|
|
2024
Q4 | $951K | Buy |
5,701
+4,330
| +316% | +$722K | 0.08% | 211 |
|
|
2024
Q3 | $259K | Sell |
1,371
-1,682
| -55% | -$317K | 0.02% | 479 |
|
|
2024
Q2 | $485K | Buy |
3,053
+920
| +43% | +$146K | 0.04% | 349 |
|
|
2024
Q1 | $299K | Buy |
+2,133
| New | +$299K | 0.02% | 450 |
|
|
2021
Q1 | – | Sell |
-2,545
| Closed | -$137K | – | 421 |
|
|
2020
Q4 | $137K | Buy |
+2,545
| New | +$137K | 0.02% | 387 |
|
|
2018
Q4 | – | Sell |
-1,836
| Closed | -$81K | – | 487 |
|
|
2018
Q3 | $81K | Sell |
1,836
-786
| -30% | -$34.7K | 0.01% | 506 |
|
|
2018
Q2 | $171K | Buy |
2,622
+822
| +46% | +$53.6K | 0.03% | 319 |
|
|
2018
Q1 | $116K | Buy |
+1,800
| New | +$116K | 0.02% | 406 |
|