River Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-462
| Closed | -$17K | – | 279 |
|
|
2018
Q4 | $17K | Sell |
462
-376
| -45% | -$13.8K | 0.01% | 359 |
|
|
2018
Q3 | $45K | Sell |
838
-72
| -8% | -$3.87K | 0.02% | 283 |
|
|
2018
Q2 | $59K | Buy |
+910
| New | +$59K | 0.02% | 259 |
|
|
2018
Q1 | – | Sell |
-3,519
| Closed | -$294K | – | 163 |
|
|
2017
Q4 | $294K | Sell |
3,519
-13,726
| -80% | -$1.15M | 0.12% | 135 |
|
|
2017
Q3 | $2M | Sell |
17,245
-4,899
| -22% | -$568K | 0.9% | 38 |
|
|
2017
Q2 | $2.87M | Sell |
22,144
-472
| -2% | -$61.1K | 1.33% | 18 |
|
|
2017
Q1 | $3.23M | Buy |
22,616
+1,434
| +7% | +$205K | 1.57% | 12 |
|
|
2016
Q4 | $3.21M | Sell |
21,182
-121
| -0.6% | -$18.3K | 1.62% | 10 |
|
|
2016
Q3 | $3.02M | Buy |
21,303
+772
| +4% | +$110K | 1.67% | 7 |
|
|
2016
Q2 | $3.1M | Buy |
20,531
+274
| +1% | +$41.3K | 1.78% | 7 |
|
|
2016
Q1 | $3.09M | Buy |
20,257
+758
| +4% | +$115K | 1.84% | 6 |
|
|
2015
Q4 | $2.91M | Buy |
19,499
+250
| +1% | +$37.3K | 1.84% | 7 |
|
|
2015
Q3 | $2.33M | Buy |
19,249
+599
| +3% | +$72.4K | 1.6% | 13 |
|
|
2015
Q2 | $2.38M | Sell |
18,650
-860
| -4% | -$110K | 1.51% | 12 |
|
|
2015
Q1 | $2.32M | Buy |
+19,510
| New | +$2.32M | 1.44% | 13 |
|