V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,908
| Closed | -$204K | – | 386 |
|
|
2022
Q4 | $204K | Buy |
+3,908
| New | +$204K | 0.04% | 342 |
|
|
2022
Q1 | – | Sell |
-5,050
| Closed | -$297K | – | 450 |
|
|
2021
Q4 | $297K | Sell |
5,050
-1,139
| -18% | -$67K | 0.04% | 358 |
|
|
2021
Q3 | $397K | Sell |
6,189
-251
| -4% | -$16.1K | 0.06% | 305 |
|
|
2021
Q2 | $430K | Sell |
6,440
-12
| -0.2% | -$801 | 0.07% | 304 |
|
|
2021
Q1 | $422K | Sell |
6,452
-763
| -11% | -$49.9K | 0.08% | 279 |
|
|
2020
Q4 | $388K | Buy |
+7,215
| New | +$388K | 0.08% | 254 |
|
|
2020
Q3 | – | Sell |
-7,897
| Closed | -$269K | – | 226 |
|
|
2020
Q2 | $269K | Sell |
7,897
-961
| -11% | -$32.7K | 0.07% | 286 |
|
|
2020
Q1 | $351K | Buy |
8,858
+1,240
| +16% | +$49.1K | 0.11% | 190 |
|
|
2019
Q4 | $340K | Hold |
7,618
| – | – | 0.12% | 183 |
|
|
2019
Q3 | $340K | Buy |
7,618
+684
| +10% | +$30.5K | 0.12% | 184 |
|
|
2019
Q2 | $365K | Buy |
6,934
+518
| +8% | +$27.3K | 0.14% | 169 |
|
|
2019
Q1 | $298K | Sell |
6,416
-428
| -6% | -$19.9K | 0.12% | 181 |
|
|
2018
Q4 | $282K | Sell |
6,844
-709
| -9% | -$29.2K | 0.14% | 160 |
|
|
2018
Q3 | $409K | Sell |
7,553
-790
| -9% | -$42.8K | 0.19% | 131 |
|
|
2018
Q2 | $564K | Buy |
8,343
+245
| +3% | +$16.6K | 0.32% | 85 |
|
|
2018
Q1 | $513K | Buy |
8,098
+105
| +1% | +$6.65K | 0.27% | 102 |
|
|
2017
Q4 | $696K | Sell |
7,993
-287
| -3% | -$25K | 0.35% | 76 |
|
|
2017
Q3 | $957K | Buy |
8,280
+728
| +10% | +$84.1K | 0.49% | 55 |
|
|
2017
Q2 | $981K | Sell |
7,552
-1,621
| -18% | -$211K | 0.46% | 58 |
|
|
2017
Q1 | $1.31M | Buy |
9,173
+1
| +0% | +$143 | 0.81% | 41 |
|
|
2016
Q4 | $1.38M | Buy |
9,172
+17
| +0.2% | +$2.57K | 1.01% | 33 |
|
|
2016
Q3 | $1.3M | Sell |
9,155
-58
| -0.6% | -$8.25K | 1.05% | 35 |
|
|
2016
Q2 | $1.39M | Buy |
9,213
+208
| +2% | +$31.4K | 1.14% | 26 |
|
|
2016
Q1 | $1.38M | Buy |
+9,005
| New | +$1.38M | 1.1% | 31 |
|