MWP
MYCIO Wealth Partners’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-68,495
| Closed | -$765K | – | 166 |
|
2019
Q4 | $765K | Sell |
68,495
-17,396
| -20% | -$194K | 0.05% | 148 |
|
2019
Q3 | $768K | Buy |
85,891
+6,318
| +8% | +$56.5K | 0.06% | 138 |
|
2019
Q2 | $836K | Buy |
79,573
+7,628
| +11% | +$80.1K | 0.07% | 123 |
|
2019
Q1 | $719K | Sell |
71,945
-391
| -0.5% | -$3.91K | 0.06% | 132 |
|
2018
Q4 | $548K | Sell |
72,336
-7,919
| -10% | -$60K | 0.05% | 142 |
|
2018
Q3 | $903K | Buy |
80,255
+27,466
| +52% | +$309K | 0.09% | 101 |
|
2018
Q2 | $718K | Sell |
52,789
-907
| -2% | -$12.3K | 0.07% | 118 |
|
2018
Q1 | $723K | Sell |
53,696
-45
| -0.1% | -$606 | 0.08% | 97 |
|
2017
Q4 | $935K | Sell |
53,741
-17,175
| -24% | -$299K | 0.1% | 82 |
|
2017
Q3 | $1.72M | Sell |
70,916
-794
| -1% | -$19.2K | 0.19% | 50 |
|
2017
Q2 | $1.94M | Sell |
71,710
-29,346
| -29% | -$793K | 0.23% | 44 |
|
2017
Q1 | $3.01M | Buy |
101,056
+14,457
| +17% | +$431K | 0.37% | 32 |
|
2016
Q4 | $2.74M | Buy |
86,599
+5,791
| +7% | +$183K | 0.37% | 31 |
|
2016
Q3 | $2.39M | Buy |
80,808
+15,320
| +23% | +$454K | 0.39% | 26 |
|
2016
Q2 | $2.06M | Buy |
65,488
+5,154
| +9% | +$162K | 0.35% | 28 |
|
2016
Q1 | $1.92M | Buy |
60,334
+19,347
| +47% | +$615K | 0.34% | 31 |
|
2015
Q4 | $1.28M | Sell |
40,987
-510
| -1% | -$15.9K | 0.23% | 43 |
|
2015
Q3 | $1.05M | Sell |
41,497
-949
| -2% | -$23.9K | 0.21% | 43 |
|
2015
Q2 | $1.13M | Buy |
42,446
+128
| +0.3% | +$3.4K | 0.22% | 45 |
|
2015
Q1 | $1.05M | Buy |
42,318
+3,429
| +9% | +$85.1K | 0.21% | 46 |
|
2014
Q4 | $983K | Sell |
38,889
-414
| -1% | -$10.5K | 0.21% | 49 |
|
2014
Q3 | $1.01M | Sell |
39,303
-4,677
| -11% | -$120K | 0.24% | 45 |
|
2014
Q2 | $1.16M | Buy |
43,980
+24
| +0.1% | +$631 | 0.26% | 41 |
|
2014
Q1 | $1.14M | Buy |
43,956
+339
| +0.8% | +$8.78K | 0.28% | 40 |
|
2013
Q4 | $1.22M | Sell |
43,617
-3,664
| -8% | -$103K | 0.3% | 39 |
|
2013
Q3 | $1.13M | Buy |
47,281
+1,121
| +2% | +$26.8K | 0.31% | 36 |
|
2013
Q2 | $1.07M | Buy |
+46,160
| New | +$1.07M | 0.3% | 35 |
|