Wealthspire Advisors (Maryland)’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $553K | Sell |
17,806
-103
| -0.6% | -$3.2K | 0.02% | 249 |
|
|
2020
Q2 | $610K | Sell |
17,909
-2,654
| -13% | -$90.4K | 0.04% | 220 |
|
|
2020
Q1 | $814K | Sell |
20,563
-2,083
| -9% | -$82.5K | 0.07% | 164 |
|
|
2019
Q4 | $1.26M | Sell |
22,646
-1,260
| -5% | -$70.1K | 0.08% | 138 |
|
|
2019
Q3 | $1.07M | Sell |
23,906
-93
| -0.4% | -$4.14K | 0.08% | 135 |
|
|
2019
Q2 | $1.26M | Sell |
23,999
-1,576
| -6% | -$82.5K | 0.09% | 116 |
|
|
2019
Q1 | $1.27M | Buy |
25,575
+1,921
| +8% | +$95.6K | 0.1% | 114 |
|
|
2018
Q4 | $858K | Buy |
23,654
+2,110
| +10% | +$76.5K | 0.08% | 135 |
|
|
2018
Q3 | $1.17M | Sell |
21,544
-1,278
| -6% | -$69.2K | 0.1% | 124 |
|
|
2018
Q2 | $1.49M | Buy |
22,822
+359
| +2% | +$23.4K | 0.13% | 96 |
|
|
2018
Q1 | $1.45M | Sell |
22,463
-4,733
| -17% | -$306K | 0.14% | 100 |
|
|
2017
Q4 | $2.27M | Sell |
27,196
-2,269
| -8% | -$190K | 0.22% | 73 |
|
|
2017
Q3 | $3.41M | Buy |
29,465
+3,593
| +14% | +$416K | 0.37% | 42 |
|
|
2017
Q2 | $3.35M | Buy |
25,872
+3,911
| +18% | +$506K | 0.4% | 42 |
|
|
2017
Q1 | $3.14M | Sell |
21,961
-3,147
| -13% | -$449K | 0.45% | 33 |
|
|
2016
Q4 | $3.8M | Sell |
25,108
-1,276
| -5% | -$193K | 0.57% | 31 |
|
|
2016
Q3 | $3.75M | Buy |
26,384
+2,357
| +10% | +$335K | 0.58% | 30 |
|
|
2016
Q2 | $3.63M | Sell |
24,027
-379
| -2% | -$57.2K | 0.6% | 30 |
|
|
2016
Q1 | $3.72M | Buy |
24,406
+427
| +2% | +$65K | 0.66% | 29 |
|
|
2015
Q4 | $3.58M | Buy |
+23,979
| New | +$3.58M | 0.67% | 26 |
|