TRUE Private Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $339K | Buy |
+1,316
| New | +$339K | 0.04% | 195 |
|
2021
Q3 | – | Sell |
-2,683
| Closed | -$180K | – | 249 |
|
2021
Q2 | $180K | Sell |
2,683
-458
| -15% | -$30.7K | 0.03% | 226 |
|
2021
Q1 | $206K | Buy |
3,141
+351
| +13% | +$23K | 0.03% | 218 |
|
2020
Q4 | $150K | Buy |
2,790
+1,161
| +71% | +$62.4K | 0.03% | 226 |
|
2020
Q3 | $50K | Sell |
1,629
-174
| -10% | -$5.34K | 0.01% | 332 |
|
2020
Q2 | $61K | Sell |
1,803
-655
| -27% | -$22.2K | 0.01% | 303 |
|
2020
Q1 | $97K | Buy |
2,458
+278
| +13% | +$11K | 0.02% | 211 |
|
2019
Q4 | $121K | Sell |
2,180
-9
| -0.4% | -$500 | 0.02% | 268 |
|
2019
Q3 | $97K | Sell |
2,189
-104
| -5% | -$4.61K | 0.02% | 204 |
|
2019
Q2 | $120K | Buy |
2,293
+1
| +0% | +$52 | 0.02% | 242 |
|
2019
Q1 | $114K | Sell |
2,292
-3,775
| -62% | -$188K | 0.02% | 200 |
|
2018
Q4 | $220K | Sell |
6,067
-1,065
| -15% | -$38.6K | 0.04% | 214 |
|
2018
Q3 | $390K | Sell |
7,132
-1,001
| -12% | -$54.7K | 0.05% | 196 |
|
2018
Q2 | $535K | Sell |
8,133
-819
| -9% | -$53.9K | 0.08% | 155 |
|
2018
Q1 | $583K | Buy |
8,952
+3,272
| +58% | +$213K | 0.1% | 116 |
|
2017
Q4 | $477K | Buy |
5,680
+1,817
| +47% | +$153K | 0.08% | 137 |
|
2017
Q3 | $452K | Sell |
3,863
-2,653
| -41% | -$310K | 0.1% | 89 |
|
2017
Q2 | $850K | Sell |
6,516
-925
| -12% | -$121K | 0.2% | 67 |
|
2017
Q1 | $1.07M | Buy |
7,441
+255
| +4% | +$36.6K | 0.24% | 50 |
|
2016
Q4 | $1.02M | Sell |
7,186
-26
| -0.4% | -$3.7K | 0.25% | 54 |
|
2016
Q3 | $994K | Buy |
7,212
+321
| +5% | +$44.2K | 0.32% | 44 |
|
2016
Q2 | $1.04M | Buy |
6,891
+99
| +1% | +$14.9K | 0.35% | 42 |
|
2016
Q1 | $1.04M | Buy |
6,792
+2,701
| +66% | +$412K | 0.4% | 35 |
|
2015
Q4 | $311K | Buy |
+4,091
| New | +$311K | 0.14% | 75 |
|