Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.22M | Sell |
25,149
-5,638
| -18% | -$497K | 0.43% | 59 |
|
|
2023
Q2 | $2.7M | Buy |
30,787
+127
| +0.4% | +$11.1K | 0.45% | 52 |
|
|
2023
Q1 | $2.34M | Sell |
30,660
-8,255
| -21% | -$630K | 0.42% | 56 |
|
|
2022
Q4 | $2.03M | Buy |
38,915
+869
| +2% | +$45.4K | 0.37% | 67 |
|
|
2022
Q3 | $1.47M | Buy |
38,046
+1,866
| +5% | +$72K | 0.31% | 81 |
|
|
2022
Q2 | $1.44M | Buy |
36,180
+1,216
| +3% | +$48.2K | 0.3% | 88 |
|
|
2022
Q1 | $1.99M | Sell |
34,964
-2,285
| -6% | -$130K | 0.34% | 76 |
|
|
2021
Q4 | $2.19M | Sell |
37,249
-861
| -2% | -$50.7K | 0.39% | 66 |
|
|
2021
Q3 | $2.45M | Sell |
38,110
-2,104
| -5% | -$135K | 0.39% | 62 |
|
|
2021
Q2 | $2.7M | Hold |
40,214
| – | – | 0.43% | 59 |
|
|
2021
Q1 | $2.62M | Sell |
40,214
-13,689
| -25% | -$893K | 0.46% | 58 |
|
|
2020
Q4 | $2.9M | Buy |
53,903
+12,587
| +30% | +$678K | 0.45% | 45 |
|
|
2020
Q3 | $1.28M | Sell |
41,316
-1,082
| -3% | -$33.6K | 0.25% | 74 |
|
|
2020
Q2 | $1.44M | Sell |
42,398
-7,649
| -15% | -$260K | 0.29% | 68 |
|
|
2020
Q1 | $1.98M | Buy |
50,047
+712
| +1% | +$28.2K | 0.5% | 45 |
|
|
2019
Q4 | $2.74M | Sell |
49,335
-2,284
| -4% | -$127K | 0.59% | 39 |
|
|
2019
Q3 | $2.3M | Sell |
51,619
-4,178
| -7% | -$186K | 0.49% | 46 |
|
|
2019
Q2 | $2.92M | Sell |
55,797
-4,433
| -7% | -$232K | 0.62% | 38 |
|
|
2019
Q1 | $3M | Buy |
60,230
+17,076
| +40% | +$850K | 0.79% | 36 |
|
|
2018
Q4 | $1.57M | Sell |
43,154
-19,631
| -31% | -$712K | 0.45% | 54 |
|
|
2018
Q3 | $3.4M | Sell |
62,785
-2,395
| -4% | -$130K | 0.84% | 31 |
|
|
2018
Q2 | $4.25M | Buy |
65,180
+313
| +0.5% | +$20.4K | 1.15% | 21 |
|
|
2018
Q1 | $4.19M | Sell |
64,867
-11,278
| -15% | -$729K | 1.15% | 21 |
|
|
2017
Q4 | $6.37M | Sell |
76,145
-8,108
| -10% | -$678K | 1.67% | 13 |
|
|
2017
Q3 | $9.76M | Sell |
84,253
-1,563
| -2% | -$181K | 2.65% | 6 |
|
|
2017
Q2 | $11.1M | Sell |
85,816
-140
| -0.2% | -$18.1K | 3.14% | 4 |
|
|
2017
Q1 | $12.3M | Buy |
85,956
+2,893
| +3% | +$413K | 3.55% | 2 |
|
|
2016
Q4 | $12.6M | Buy |
83,063
+1,739
| +2% | +$263K | 3.95% | 2 |
|
|
2016
Q3 | $11.5M | Sell |
81,324
-5,832
| -7% | -$828K | 3.91% | 3 |
|
|
2016
Q2 | $13.1M | Buy |
87,156
+17,009
| +24% | +$2.57M | 4.59% | 2 |
|
|
2016
Q1 | $10.7M | Sell |
70,147
-32
| -0% | -$4.88K | 4.73% | 3 |
|
|
2015
Q4 | $10.5M | Buy |
70,179
+4,757
| +7% | +$710K | 4.61% | 3 |
|
|
2015
Q3 | $7.91M | Buy |
65,422
+6,899
| +12% | +$834K | 4.15% | 3 |
|
|
2015
Q2 | $7.45M | Sell |
58,523
-1,588
| -3% | -$202K | 4.04% | 3 |
|
|
2015
Q1 | $7.15M | Buy |
+60,111
| New | +$7.15M | 3.71% | 3 |
|