PFA
Paradigm Financial Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.88M | Buy |
41,047
+271
| +0.7% | +$25.6K | 0.86% | 32 |
|
|
2021
Q3 | $4.2M | Sell |
40,776
-293,439
| -88% | -$30.2M | 0.97% | 30 |
|
|
2021
Q2 | $4.5M | Sell |
334,215
-880
| -0.3% | -$11.8K | 1% | 30 |
|
|
2021
Q1 | $4.4M | Buy |
335,095
+38,310
| +13% | +$503K | 1.07% | 26 |
|
|
2020
Q4 | $3.21M | Buy |
+296,785
| New | +$3.21M | 0.87% | 32 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 121 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 122 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 122 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 122 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 117 |
|
|
2018
Q4 | – | Sell |
-30,725
| Closed | -$346K | – | 114 |
|
|
2018
Q3 | $346K | Sell |
30,725
-58,375
| -66% | -$657K | 0.14% | 85 |
|
|
2018
Q2 | $1.21M | Sell |
89,100
-27,499
| -24% | -$374K | 0.52% | 44 |
|
|
2018
Q1 | $1.57M | Sell |
116,599
-10,059
| -8% | -$136K | 0.69% | 39 |
|
|
2017
Q4 | $2.21M | Sell |
126,658
-62,533
| -33% | -$1.09M | 1% | 33 |
|
|
2017
Q3 | $4.57M | Sell |
189,191
-11,779
| -6% | -$285K | 2.21% | 14 |
|
|
2017
Q2 | $5.43M | Sell |
200,970
-5,045
| -2% | -$136K | 2.75% | 10 |
|
|
2017
Q1 | $6.14M | Sell |
206,015
-10,061
| -5% | -$300K | 3.15% | 7 |
|
|
2016
Q4 | $6.83M | Buy |
216,076
+22,412
| +12% | +$708K | 3.73% | 6 |
|
|
2016
Q3 | $5.74M | Sell |
193,664
-77,445
| -29% | -$2.29M | 3.44% | 7 |
|
|
2016
Q2 | $8.53M | Sell |
271,109
-6,604
| -2% | -$208K | 5.17% | 2 |
|
|
2016
Q1 | $8.83M | Sell |
277,713
-5,237
| -2% | -$166K | 3.43% | 2 |
|
|
2015
Q4 | $8.81M | Buy |
282,950
+18,920
| +7% | +$589K | 5.53% | 2 |
|
|
2015
Q3 | $6.66M | Buy |
264,030
+87,075
| +49% | +$2.2M | 4.39% | 3 |
|
|
2015
Q2 | $4.7M | Buy |
176,955
+7,482
| +4% | +$199K | 3.54% | 4 |
|
|
2015
Q1 | $4.2M | Buy |
169,473
+9,332
| +6% | +$231K | 3.25% | 7 |
|
|
2014
Q4 | $4.05M | Buy |
160,141
+8,553
| +6% | +$216K | 3.29% | 8 |
|
|
2014
Q3 | $3.88M | Buy |
151,588
+4,565
| +3% | +$117K | 3.31% | 8 |
|
|
2014
Q2 | $3.86M | Buy |
147,023
+6,703
| +5% | +$176K | 3.3% | 7 |
|
|
2014
Q1 | $3.63M | Buy |
140,320
+8,391
| +6% | +$217K | 3.34% | 6 |
|
|
2013
Q4 | $3.7M | Buy |
+131,929
| New | +$3.7M | 3.63% | 4 |
|