Northstar Wealth Partners’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 | $271K | Sell |
335
-7,995
| -96% | -$6.47M | 0.13% | 120 |
|
|
2020
Q2 | $283K | Buy |
8,330
+26
| +0.3% | +$883 | 0.12% | 145 |
|
|
2020
Q1 | $328K | Buy |
8,304
+1,259
| +18% | +$49.7K | 0.17% | 121 |
|
|
2019
Q4 | $391K | Sell |
7,045
-713
| -9% | -$39.6K | 0.16% | 129 |
|
|
2019
Q3 | $346K | Sell |
7,758
-3,378
| -30% | -$151K | 0.15% | 133 |
|
|
2019
Q2 | $583K | Sell |
11,136
-1,038
| -9% | -$54.3K | 0.26% | 101 |
|
|
2019
Q1 | $606K | Sell |
12,174
-368
| -3% | -$18.3K | 0.28% | 98 |
|
|
2018
Q4 | $455K | Sell |
12,542
-4,146
| -25% | -$150K | 0.24% | 104 |
|
|
2018
Q3 | $902K | Sell |
16,688
-7,693
| -32% | -$416K | 0.43% | 68 |
|
|
2018
Q2 | $1.59M | Sell |
24,381
-4,310
| -15% | -$281K | 0.8% | 40 |
|
|
2018
Q1 | $1.85M | Buy |
28,691
+15,528
| +118% | +$1M | 0.95% | 31 |
|
|
2017
Q4 | $1.15M | Sell |
13,163
-3,925
| -23% | -$344K | 1.02% | 32 |
|
|
2017
Q3 | $1.92M | Sell |
17,088
-3,920
| -19% | -$440K | 1.87% | 11 |
|
|
2017
Q2 | $2.62M | Sell |
21,008
-217
| -1% | -$27.1K | 2.39% | 6 |
|
|
2017
Q1 | $3.05M | Buy |
+21,225
| New | +$3.05M | 2.84% | 4 |
|