TrinityPoint Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.53M | Buy |
9,170
+437
| +5% | +$72.9K | 0.21% | 109 |
|
|
2024
Q3 | $1.65M | Buy |
8,733
+367
| +4% | +$69.2K | 0.24% | 101 |
|
|
2024
Q2 | $1.33M | Buy |
8,366
+6,702
| +403% | +$1.07M | 0.21% | 112 |
|
|
2024
Q1 | $233K | Buy |
+1,664
| New | +$233K | 0.04% | 275 |
|
|
2021
Q3 | – | Sell |
-2,386
| Closed | -$160K | – | 312 |
|
|
2021
Q2 | $160K | Buy |
2,386
+66
| +3% | +$4.43K | 0.03% | 259 |
|
|
2021
Q1 | $152K | Buy |
2,320
+185
| +9% | +$12.1K | 0.04% | 238 |
|
|
2020
Q4 | $120K | Hold |
2,135
| – | – | 0.03% | 227 |
|
|
2020
Q3 | $66K | Sell |
2,135
-300
| -12% | -$9.27K | 0.02% | 213 |
|
|
2020
Q2 | $83K | Buy |
2,435
+402
| +20% | +$13.7K | 0.03% | 203 |
|
|
2020
Q1 | $80K | Hold |
2,033
| – | – | 0.03% | 190 |
|
|
2019
Q4 | $113K | Sell |
2,033
-175
| -8% | -$9.73K | 0.04% | 208 |
|
|
2019
Q3 | $120K | Sell |
2,208
-14
| -0.6% | -$761 | 0.04% | 205 |
|
|
2019
Q2 | $118K | Sell |
2,222
-702
| -24% | -$37.3K | 0.06% | 168 |
|
|
2019
Q1 | $146K | Sell |
2,924
-236
| -7% | -$11.8K | 0.07% | 178 |
|
|
2018
Q4 | $115K | Buy |
+3,160
| New | +$115K | 0.07% | 164 |
|