Wealthcare Capital Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-308
| Closed | -$20K | – | 305 |
|
2021
Q1 | $20K | Buy |
+308
| New | +$20K | ﹤0.01% | 209 |
|
2020
Q2 | – | Sell |
-194
| Closed | -$8K | – | 120 |
|
2020
Q1 | $8K | Sell |
194
-121
| -38% | -$4.99K | ﹤0.01% | 155 |
|
2019
Q4 | $18K | Buy |
315
+130
| +70% | +$7.43K | ﹤0.01% | 153 |
|
2019
Q3 | $8K | Hold |
185
| – | – | ﹤0.01% | 163 |
|
2019
Q2 | $10K | Hold |
185
| – | – | ﹤0.01% | 147 |
|
2019
Q1 | $9K | Sell |
185
-7
| -4% | -$341 | ﹤0.01% | 161 |
|
2018
Q4 | $7K | Hold |
192
| – | – | ﹤0.01% | 162 |
|
2018
Q3 | $10K | Hold |
192
| – | – | ﹤0.01% | 155 |
|
2018
Q2 | $13K | Hold |
192
| – | – | ﹤0.01% | 144 |
|
2018
Q1 | $12K | Hold |
192
| – | – | ﹤0.01% | 137 |
|
2017
Q4 | $16K | Sell |
192
-105
| -35% | -$8.75K | ﹤0.01% | 125 |
|
2017
Q3 | $34K | Hold |
297
| – | – | ﹤0.01% | 96 |
|
2017
Q2 | $38K | Sell |
297
-110
| -27% | -$14.1K | ﹤0.01% | 89 |
|
2017
Q1 | $58K | Hold |
407
| – | – | 0.01% | 77 |
|
2016
Q4 | $62K | Sell |
407
-92
| -18% | -$14K | 0.01% | 70 |
|
2016
Q3 | $71K | Hold |
499
| – | – | 0.01% | 64 |
|
2016
Q2 | $75K | Hold |
499
| – | – | 0.01% | 61 |
|
2016
Q1 | $76K | Sell |
499
-42
| -8% | -$6.4K | 0.01% | 66 |
|
2015
Q4 | $81K | Sell |
541
-188
| -26% | -$28.1K | 0.01% | 72 |
|
2015
Q3 | $88K | Sell |
729
-24
| -3% | -$2.9K | 0.01% | 73 |
|
2015
Q2 | $96K | Sell |
753
-584
| -44% | -$74.5K | 0.01% | 73 |
|
2015
Q1 | $159K | Buy |
1,337
+610
| +84% | +$72.5K | 0.02% | 113 |
|
2014
Q4 | $88K | Buy |
727
+6
| +0.8% | +$726 | 0.01% | 65 |
|
2014
Q3 | $88K | Hold |
721
| – | – | 0.01% | 67 |
|
2014
Q2 | $91K | Buy |
721
+41
| +6% | +$5.18K | 0.01% | 61 |
|
2014
Q1 | $84K | Buy |
680
+122
| +22% | +$15.1K | 0.01% | 62 |
|
2013
Q4 | $75K | Buy |
558
+251
| +82% | +$33.7K | 0.01% | 36 |
|
2013
Q3 | $35K | Hold |
307
| – | – | 0.01% | 51 |
|
2013
Q2 | $34K | Buy |
+307
| New | +$34K | 0.01% | 53 |
|