Transamerica Financial Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$1K | – | 639 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $1K | Sell |
1
-9
| -90% | -$9K | ﹤0.01% | 451 |
|
|
2022
Q4 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 508 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 478 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 487 |
|
|
2020
Q3 | – | Hold |
0
| – | -$1K | – | 295 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 393 |
|
|
2017
Q4 | – | Sell |
-387
| Closed | -$45K | – | 442 |
|
|
2017
Q3 | $45K | Hold |
387
| – | – | 0.01% | 238 |
|
|
2017
Q2 | $51K | Buy |
+387
| New | +$51K | 0.01% | 225 |
|
|
2017
Q1 | – | Sell |
-16
| Closed | -$3K | – | 405 |
|
|
2016
Q4 | $3K | Sell |
16
-9
| -36% | -$1.69K | ﹤0.01% | 274 |
|
|
2016
Q3 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 285 |
|
|
2016
Q2 | – | Sell |
-6,812
| Closed | -$1.04M | – | 331 |
|
|
2016
Q1 | $1.04M | Sell |
6,812
-4,170
| -38% | -$635K | 0.09% | 169 |
|
|
2015
Q4 | $1.64M | Buy |
10,982
+427
| +4% | +$63.8K | 0.12% | 134 |
|
|
2015
Q3 | $1.28M | Buy |
10,555
+541
| +5% | +$65.4K | 0.1% | 136 |
|
|
2015
Q2 | $1.28M | Buy |
10,014
+1,318
| +15% | +$168K | 0.09% | 153 |
|
|
2015
Q1 | $1.03M | Sell |
8,696
-3,635
| -29% | -$432K | 0.07% | 170 |
|
|
2014
Q4 | $1.49M | Buy |
12,331
+2,635
| +27% | +$319K | 0.12% | 105 |
|
|
2014
Q3 | $1.19M | Buy |
9,696
+1,164
| +14% | +$143K | 0.11% | 104 |
|
|
2014
Q2 | $1.08M | Sell |
8,532
-1,464
| -15% | -$184K | 0.09% | 117 |
|
|
2014
Q1 | $1.24M | Sell |
9,996
-337
| -3% | -$41.8K | 0.12% | 92 |
|
|
2013
Q4 | $1.39M | Sell |
10,333
-1,398
| -12% | -$188K | 0.15% | 79 |
|
|
2013
Q3 | $1.34M | Buy |
11,731
+4,245
| +57% | +$486K | 0.17% | 81 |
|
|
2013
Q2 | $832K | Buy |
+7,486
| New | +$832K | 0.14% | 85 |
|