SFS
Summit Financial Strategies’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,062
| Closed | -$200K | – | 149 |
|
|
2024
Q3 | $200K | Buy |
+1,062
| New | +$200K | 0.02% | 142 |
|
|
2024
Q2 | – | Sell |
-1,151
| Closed | -$202K | – | 150 |
|
|
2024
Q1 | $202K | Buy |
+1,151
| New | +$202K | 0.03% | 141 |
|
|
2018
Q4 | – | Sell |
-16,134
| Closed | -$182K | – | 60 |
|
|
2018
Q3 | $182K | Sell |
16,134
-400
| -2% | -$4.51K | 0.08% | 59 |
|
|
2018
Q2 | $225K | Sell |
16,534
-257
| -2% | -$3.5K | 0.11% | 52 |
|
|
2018
Q1 | $226K | Buy |
+16,791
| New | +$226K | 0.12% | 45 |
|
|
2017
Q3 | – | Sell |
-8,137
| Closed | -$220K | – | 55 |
|
|
2017
Q2 | $220K | Buy |
8,137
+369
| +5% | +$9.98K | 0.13% | 47 |
|
|
2017
Q1 | $231K | Buy |
7,768
+285
| +4% | +$8.48K | 0.17% | 34 |
|
|
2016
Q4 | $236K | Buy |
7,483
+325
| +5% | +$10.3K | 0.16% | 35 |
|
|
2016
Q3 | $212K | Sell |
7,158
-294
| -4% | -$8.71K | 0.15% | 38 |
|
|
2016
Q2 | $235K | Sell |
7,452
-5,676
| -43% | -$179K | 0.17% | 34 |
|
|
2016
Q1 | $417K | Buy |
+13,128
| New | +$417K | 0.31% | 25 |
|