Squar Milner Financial Services’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,904
| Closed | -$167K | – | 70 |
|
2020
Q2 | $167K | Buy |
4,904
+4,410
| +893% | +$150K | 0.09% | 208 |
|
2020
Q1 | $19K | Hold |
494
| – | – | 0.01% | 473 |
|
2019
Q4 | $27K | Buy |
+494
| New | +$27K | 0.01% | 477 |
|
2019
Q3 | – | Sell |
-884
| Closed | -$46K | – | 399 |
|
2019
Q2 | $46K | Sell |
884
-26
| -3% | -$1.35K | 0.03% | 357 |
|
2019
Q1 | $45K | Sell |
910
-10
| -1% | -$495 | 0.03% | 328 |
|
2018
Q4 | $33K | Buy |
920
+1
| +0.1% | +$36 | 0.03% | 332 |
|
2018
Q3 | $50K | Sell |
919
-1,178
| -56% | -$64.1K | 0.05% | 304 |
|
2018
Q2 | $137K | Hold |
2,097
| – | – | 0.12% | 207 |
|
2018
Q1 | $135K | Sell |
2,097
-5
| -0.2% | -$322 | 0.17% | 157 |
|
2017
Q4 | $164K | Buy |
+2,102
| New | +$164K | 0.2% | 158 |
|