Summit Wealth & Retirement Planning’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,732
| Closed | -$1.16M | – | 88 |
|
|
2021
Q1 | $1.16M | Hold |
17,732
| – | – | 0.43% | 41 |
|
|
2020
Q4 | $954K | Sell |
17,732
-882
| -5% | -$47.5K | 0.36% | 51 |
|
|
2020
Q3 | $578K | Sell |
18,614
-1,031
| -5% | -$32K | 0.25% | 66 |
|
|
2020
Q2 | $669K | Sell |
19,645
-953
| -5% | -$32.5K | 0.31% | 59 |
|
|
2020
Q1 | $815K | Sell |
20,598
-341
| -2% | -$13.5K | 0.44% | 48 |
|
|
2019
Q4 | $1.17M | Sell |
20,939
-286
| -1% | -$15.9K | 0.52% | 40 |
|
|
2019
Q3 | $946K | Sell |
21,225
-241
| -1% | -$10.7K | 0.57% | 41 |
|
|
2019
Q2 | $1.12M | Sell |
21,466
-1,352
| -6% | -$70.7K | 0.66% | 34 |
|
|
2019
Q1 | $1.14M | Sell |
22,818
-366
| -2% | -$18.2K | 0.68% | 35 |
|
|
2018
Q4 | $841K | Buy |
+23,184
| New | +$841K | 0.64% | 41 |
|