TrueWealth LLC’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$35K Sell
1,034
-200
-16% -$6.77K 0.01% 309
2020
Q1
$49K Buy
1,234
+204
+20% +$8.1K 0.02% 254
2019
Q4
$57K Sell
1,030
-202
-16% -$11.2K 0.02% 259
2019
Q3
$55K Sell
1,232
-334
-21% -$14.9K 0.02% 251
2019
Q2
$82K Sell
1,566
-228
-13% -$11.9K 0.04% 219
2019
Q1
$89K Sell
1,794
-99
-5% -$4.91K 0.04% 209
2018
Q4
$69K Sell
1,893
-2,597
-58% -$94.7K 0.03% 216
2018
Q3
$243K Sell
4,490
-82
-2% -$4.44K 0.11% 114
2018
Q2
$298K Sell
4,572
-5
-0.1% -$326 0.14% 102
2018
Q1
$296K Sell
4,577
-968
-17% -$62.6K 0.15% 98
2017
Q4
$464K Buy
+5,545
New +$464K 0.22% 72