UAS
United Asset Strategies’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,079
| Closed | -$291K | – | 220 |
|
|
2021
Q4 | $291K | Sell |
3,079
-331
| -10% | -$31.3K | 0.03% | 181 |
|
|
2021
Q3 | $351K | Sell |
3,410
-24,276
| -88% | -$2.5M | 0.05% | 169 |
|
|
2021
Q2 | $373K | Sell |
27,686
-1,550
| -5% | -$20.9K | 0.05% | 162 |
|
|
2021
Q1 | $384K | Buy |
29,236
+2,113
| +8% | +$27.8K | 0.06% | 160 |
|
|
2020
Q4 | $293K | Sell |
27,123
-380
| -1% | -$4.11K | 0.05% | 175 |
|
|
2020
Q3 | $171K | Buy |
27,503
+171
| +0.6% | +$1.06K | 0.03% | 181 |
|
|
2020
Q2 | $187K | Sell |
27,332
-1,575
| -5% | -$10.8K | 0.04% | 174 |
|
|
2020
Q1 | $230K | Buy |
28,907
+3,454
| +14% | +$27.5K | 0.06% | 157 |
|
|
2019
Q4 | $284K | Buy |
25,453
+5,439
| +27% | +$60.7K | 0.06% | 172 |
|
|
2019
Q3 | $179K | Buy |
20,014
+1,700
| +9% | +$15.2K | 0.04% | 172 |
|
|
2019
Q2 | $192K | Hold |
18,314
| – | – | 0.04% | 179 |
|
|
2019
Q1 | $183K | Sell |
18,314
-957
| -5% | -$9.56K | 0.04% | 189 |
|
|
2018
Q4 | $146K | Buy |
19,271
+6,811
| +55% | +$51.6K | 0.04% | 182 |
|
|
2018
Q3 | $141K | Buy |
12,460
+801
| +7% | +$9.06K | 0.03% | 200 |
|
|
2018
Q2 | $159K | Sell |
11,659
-1,574
| -12% | -$21.5K | 0.04% | 191 |
|
|
2018
Q1 | $178K | Buy |
13,233
+2,119
| +19% | +$28.5K | 0.05% | 189 |
|
|
2017
Q4 | $194K | Sell |
11,114
-166,541
| -94% | -$2.91M | 0.05% | 187 |
|
|
2017
Q3 | $4.3M | Sell |
177,655
-50,295
| -22% | -$1.22M | 2.44% | 13 |
|
|
2017
Q2 | $6.16M | Sell |
227,950
-25,228
| -10% | -$681K | 1.83% | 14 |
|
|
2017
Q1 | $7.55M | Buy |
253,178
+28,921
| +13% | +$862K | 2.3% | 8 |
|
|
2016
Q4 | $7.09M | Buy |
224,257
+44,269
| +25% | +$1.4M | 2.31% | 7 |
|
|
2016
Q3 | $5.33M | Buy |
179,988
+13,608
| +8% | +$403K | 1.87% | 17 |
|
|
2016
Q2 | $5.24M | Buy |
166,380
+17,405
| +12% | +$548K | 1.97% | 17 |
|
|
2016
Q1 | $4.74M | Buy |
148,975
+18,508
| +14% | +$588K | 2.11% | 15 |
|
|
2015
Q4 | $4.06M | Buy |
130,467
+2,117
| +2% | +$65.9K | 1.76% | 19 |
|
|
2015
Q3 | $3.24M | Sell |
128,350
-58,371
| -31% | -$1.47M | 1.49% | 26 |
|
|
2015
Q2 | $4.96M | Buy |
186,721
+11,458
| +7% | +$304K | 2.22% | 10 |
|
|
2015
Q1 | $4.75M | Buy |
175,263
+2,746
| +2% | +$74.4K | 2.2% | 10 |
|
|
2014
Q4 | $4.36M | Buy |
172,517
+18,094
| +12% | +$457K | 1.86% | 12 |
|
|
2014
Q3 | $3.96M | Sell |
154,423
-11,565
| -7% | -$296K | 1.77% | 12 |
|
|
2014
Q2 | $4.36M | Buy |
165,988
+17,504
| +12% | +$460K | 2.11% | 13 |
|
|
2014
Q1 | $3.84M | Buy |
148,484
+47,109
| +46% | +$1.22M | 2.18% | 13 |
|
|
2013
Q4 | $2.84M | Buy |
101,375
+3,911
| +4% | +$110K | 1.95% | 16 |
|
|
2013
Q3 | $2.33M | Sell |
97,464
-1,919
| -2% | -$45.8K | 1.48% | 23 |
|
|
2013
Q2 | $2.31M | Buy |
+99,383
| New | +$2.31M | 1.52% | 23 |
|