Schwarz Dygos Wheeler Investment Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,748
| Closed | -$214K | – | 133 |
|
|
2022
Q1 | $214K | Hold |
3,748
| – | – | 0.07% | 123 |
|
|
2021
Q4 | $221K | Sell |
3,748
-82
| -2% | -$4.84K | 0.07% | 122 |
|
|
2021
Q3 | $246K | Sell |
3,830
-15
| -0.4% | -$963 | 0.09% | 116 |
|
|
2021
Q2 | $258K | Sell |
3,845
-333
| -8% | -$22.3K | 0.09% | 114 |
|
|
2021
Q1 | $273K | Sell |
4,178
-259
| -6% | -$16.9K | 0.11% | 102 |
|
|
2020
Q4 | $239K | Buy |
4,437
+1
| +0% | +$54 | 0.11% | 98 |
|
|
2020
Q3 | $138K | Sell |
4,436
-131
| -3% | -$4.08K | 0.08% | 94 |
|
|
2020
Q2 | $153K | Buy |
4,567
+276
| +6% | +$9.25K | 0.1% | 87 |
|
|
2020
Q1 | $170K | Buy |
4,291
+161
| +4% | +$6.38K | 0.14% | 77 |
|
|
2019
Q4 | $230K | Buy |
4,130
+941
| +30% | +$52.4K | 0.16% | 78 |
|
|
2019
Q3 | $142K | Sell |
3,189
-201
| -6% | -$8.95K | 0.11% | 78 |
|
|
2019
Q2 | $177K | Buy |
3,390
+20
| +0.6% | +$1.04K | 0.15% | 78 |
|
|
2019
Q1 | $168K | Sell |
3,370
-30
| -0.9% | -$1.5K | 0.14% | 74 |
|
|
2018
Q4 | $123K | Buy |
+3,400
| New | +$123K | 0.13% | 66 |
|