RFA
Reilly Financial Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $186K | Buy |
+1,972
| New | +$186K | 0.01% | 214 |
|
|
2021
Q3 | – | Sell |
-15,738
| Closed | -$212K | – | 964 |
|
|
2021
Q2 | $212K | Sell |
15,738
-49
| -0.3% | -$660 | 0.02% | 200 |
|
|
2021
Q1 | $207K | Sell |
15,787
-715
| -4% | -$9.38K | 0.02% | 190 |
|
|
2020
Q4 | $178K | Sell |
16,502
-6,309
| -28% | -$68.1K | 0.02% | 201 |
|
|
2020
Q3 | $142K | Sell |
22,811
-1,093
| -5% | -$6.8K | 0.02% | 204 |
|
|
2020
Q2 | $163K | Buy |
23,904
+5,280
| +28% | +$36K | 0.02% | 188 |
|
|
2020
Q1 | $148K | Buy |
18,624
+48
| +0.3% | +$381 | 0.02% | 186 |
|
|
2019
Q4 | $207K | Sell |
18,576
-1,267
| -6% | -$14.1K | 0.02% | 180 |
|
|
2019
Q3 | $177K | Sell |
19,843
-2,555
| -11% | -$22.8K | 0.02% | 197 |
|
|
2019
Q2 | $235K | Buy |
22,398
+629
| +3% | +$6.6K | 0.03% | 169 |
|
|
2019
Q1 | $217K | Buy |
21,769
+5,753
| +36% | +$57.3K | 0.03% | 166 |
|
|
2018
Q4 | $121K | Sell |
16,016
-9
| -0.1% | -$68 | 0.02% | 214 |
|
|
2018
Q3 | $181K | Buy |
16,025
+2,531
| +19% | +$28.6K | 0.02% | 184 |
|
|
2018
Q2 | $184K | Sell |
13,494
-1,859
| -12% | -$25.3K | 0.03% | 173 |
|
|
2018
Q1 | $207K | Sell |
15,353
-8,758
| -36% | -$118K | 0.03% | 163 |
|
|
2017
Q4 | $421K | Sell |
24,111
-3,304
| -12% | -$57.7K | 0.06% | 127 |
|
|
2017
Q3 | $663K | Buy |
27,415
+124
| +0.5% | +$3K | 0.1% | 102 |
|
|
2017
Q2 | $737K | Buy |
27,291
+2,808
| +11% | +$75.8K | 0.11% | 100 |
|
|
2017
Q1 | $730K | Buy |
24,483
+2,685
| +12% | +$80.1K | 0.12% | 97 |
|
|
2016
Q4 | $689K | Sell |
21,798
-714
| -3% | -$22.6K | 0.12% | 94 |
|
|
2016
Q3 | $667K | Buy |
22,512
+1,059
| +5% | +$31.4K | 0.12% | 91 |
|
|
2016
Q2 | $675K | Buy |
21,453
+3,358
| +19% | +$106K | 0.12% | 88 |
|
|
2016
Q1 | $575K | Buy |
18,095
+1,008
| +6% | +$32K | 0.1% | 84 |
|
|
2015
Q4 | $532K | Buy |
17,087
+405
| +2% | +$12.6K | 0.09% | 88 |
|
|
2015
Q3 | $421K | Buy |
16,682
+959
| +6% | +$24.2K | 0.08% | 128 |
|
|
2015
Q2 | $418K | Sell |
15,723
-2,036
| -11% | -$54.1K | 0.07% | 128 |
|
|
2015
Q1 | $441K | Sell |
17,759
-1,549
| -8% | -$38.5K | 0.08% | 123 |
|
|
2014
Q4 | $488K | Sell |
19,308
-434
| -2% | -$11K | 0.12% | 79 |
|
|
2014
Q3 | $506K | Sell |
19,742
-1,902
| -9% | -$48.7K | 0.12% | 69 |
|
|
2014
Q2 | $571K | Buy |
21,644
+3,396
| +19% | +$89.6K | 0.14% | 65 |
|
|
2014
Q1 | $472K | Buy |
18,248
+2,642
| +17% | +$68.3K | 0.11% | 76 |
|
|
2013
Q4 | $437K | Buy |
15,606
+1,950
| +14% | +$54.6K | 0.11% | 77 |
|
|
2013
Q3 | $332K | Sell |
13,656
-1,587
| -10% | -$38.6K | 0.09% | 80 |
|
|
2013
Q2 | $349K | Buy |
+15,243
| New | +$349K | 0.1% | 79 |
|