PWAG
Polaris Wealth Advisory Group’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,314
| Closed | -$207K | – | 147 |
|
|
2022
Q1 | $207K | Buy |
+2,314
| New | +$207K | 0.01% | 151 |
|
|
2021
Q3 | – | Sell |
-3,169,967
| Closed | -$42.7M | – | 186 |
|
|
2021
Q2 | $42.7M | Buy |
3,169,967
+311,923
| +11% | +$4.2M | 2.54% | 8 |
|
|
2021
Q1 | $38.9M | Buy |
2,858,044
+2,200,184
| +334% | +$29.9M | 2.49% | 9 |
|
|
2020
Q4 | $7.46M | Buy |
657,860
+645,131
| +5,068% | +$7.32M | 0.56% | 57 |
|
|
2020
Q3 | $82K | Buy |
12,729
+348
| +3% | +$2.24K | 0.01% | 153 |
|
|
2020
Q2 | $83K | Sell |
12,381
-366
| -3% | -$2.45K | 0.01% | 142 |
|
|
2020
Q1 | $101K | Hold |
12,747
| – | – | 0.01% | 115 |
|
|
2019
Q4 | $151K | Buy |
+12,747
| New | +$151K | 0.01% | 151 |
|
|
2018
Q4 | – | Sell |
-3,186
| Closed | -$36K | – | 264 |
|
|
2018
Q3 | $36K | Buy |
3,186
+1,651
| +108% | +$18.7K | ﹤0.01% | 273 |
|
|
2018
Q2 | $21K | Sell |
1,535
-1,056
| -41% | -$14.4K | ﹤0.01% | 171 |
|
|
2018
Q1 | $35K | Buy |
+2,591
| New | +$35K | ﹤0.01% | 249 |
|
|
2017
Q4 | – | Sell |
-10,669
| Closed | -$258K | – | 153 |
|
|
2017
Q3 | $258K | Buy |
+10,669
| New | +$258K | 0.02% | 128 |
|
|
2016
Q2 | – | Sell |
-9,995
| Closed | -$318K | – | 115 |
|
|
2016
Q1 | $318K | Sell |
9,995
-22,728
| -69% | -$723K | 0.05% | 88 |
|
|
2015
Q4 | $1.02M | Buy |
+32,723
| New | +$1.02M | 0.16% | 57 |
|
|
2013
Q3 | – | Sell |
-31,549
| Closed | -$732K | – | 146 |
|
|
2013
Q2 | $732K | Buy |
+31,549
| New | +$732K | 0.29% | 40 |
|