SWA
Sutton Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $64.3K | Buy |
582
+76
| +15% | +$8.4K | 0.03% | 204 |
|
|
2023
Q2 | $55.6K | Buy |
506
+165
| +48% | +$18.1K | 0.03% | 213 |
|
|
2023
Q1 | $32.6K | Sell |
341
-9
| -3% | -$860 | 0.02% | 248 |
|
|
2022
Q4 | $29.3K | Buy |
350
+168
| +92% | +$14.1K | 0.01% | 559 |
|
|
2022
Q3 | $11.3K | Sell |
182
-92
| -34% | -$5.7K | ﹤0.01% | 857 |
|
|
2022
Q2 | $17.4K | Buy |
274
+46
| +20% | +$2.93K | 0.01% | 721 |
|
|
2022
Q1 | $20.9K | Buy |
228
+36
| +19% | +$3.29K | 0.01% | 697 |
|
|
2021
Q4 | $18.1K | Sell |
192
-8
| -4% | -$756 | 0.01% | 740 |
|
|
2021
Q3 | $20.6K | Sell |
200
-1,344
| -87% | -$138K | 0.01% | 684 |
|
|
2021
Q2 | $20.8K | Buy |
1,544
+16
| +1% | +$215 | 0.01% | 689 |
|
|
2021
Q1 | $20.1K | Buy |
1,528
+126
| +9% | +$1.65K | 0.01% | 671 |
|
|
2020
Q4 | $15.1K | Sell |
1,402
-75
| -5% | -$810 | 0.01% | 681 |
|
|
2020
Q3 | $9.2K | Sell |
1,477
-75
| -5% | -$467 | ﹤0.01% | 766 |
|
|
2020
Q2 | $10.6K | Sell |
1,552
-362
| -19% | -$2.47K | 0.01% | 691 |
|
|
2020
Q1 | $15.2K | Buy |
1,914
+408
| +27% | +$3.24K | 0.01% | 545 |
|
|
2019
Q4 | $16.8K | Buy |
1,506
+173
| +13% | +$1.93K | 0.01% | 670 |
|
|
2019
Q3 | $11.9K | Sell |
1,333
-1,474
| -53% | -$13.2K | 0.01% | 746 |
|
|
2019
Q2 | $29.5K | Buy |
2,807
+246
| +10% | +$2.58K | 0.02% | 461 |
|
|
2019
Q1 | $25.6K | Sell |
2,561
-215
| -8% | -$2.15K | 0.01% | 498 |
|
|
2018
Q4 | $21K | Sell |
2,776
-2,947
| -51% | -$22.3K | 0.01% | 506 |
|
|
2018
Q3 | $64.6K | Sell |
5,723
-6,576
| -53% | -$74.2K | 0.04% | 245 |
|
|
2018
Q2 | $167K | Sell |
12,299
-1,041
| -8% | -$14.2K | 0.12% | 142 |
|
|
2018
Q1 | $180K | Sell |
13,340
-13,036
| -49% | -$176K | 0.13% | 131 |
|
|
2017
Q4 | $460K | Sell |
26,376
-444
| -2% | -$7.75K | 0.34% | 55 |
|
|
2017
Q3 | $649K | Sell |
26,820
-1,044
| -4% | -$25.2K | 0.5% | 37 |
|
|
2017
Q2 | $753K | Sell |
27,864
-48
| -0.2% | -$1.3K | 0.6% | 26 |
|
|
2017
Q1 | $832K | Hold |
27,912
| – | – | 0.7% | 20 |
|
|
2016
Q4 | $882K | Hold |
27,912
| – | – | 0.79% | 18 |
|
|
2016
Q3 | $827K | Buy |
27,912
+333
| +1% | +$9.86K | 0.75% | 18 |
|
|
2016
Q2 | $868K | Sell |
27,579
-545
| -2% | -$17.2K | 0.82% | 19 |
|
|
2016
Q1 | $894K | Buy |
+28,124
| New | +$894K | 0.85% | 18 |
|