OptiFour Integrated Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $129K | Hold |
2,312
| – | – | 0.09% | 74 |
|
2019
Q3 | $103K | Sell |
2,312
-105
| -4% | -$4.68K | 0.07% | 71 |
|
2019
Q2 | $126K | Buy |
2,417
+106
| +5% | +$5.53K | 0.09% | 78 |
|
2019
Q1 | $115K | Sell |
2,311
-668
| -22% | -$33.2K | 0.09% | 50 |
|
2018
Q4 | $108K | Sell |
2,979
-42
| -1% | -$1.52K | 0.1% | 46 |
|
2018
Q3 | $163K | Hold |
3,021
| – | – | 0.13% | 55 |
|
2018
Q2 | $197K | Sell |
3,021
-578
| -16% | -$37.7K | 0.17% | 53 |
|
2018
Q1 | $233K | Sell |
3,599
-229
| -6% | -$14.8K | 0.19% | 51 |
|
2017
Q4 | $320K | Buy |
+3,828
| New | +$320K | 0.27% | 44 |
|