Wellesley Investment Partners’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 | – | Sell |
-2,061
| Closed | -$70K | – | 105 |
|
|
2020
Q2 | $70K | Hold |
2,061
| – | – | 0.02% | 102 |
|
|
2020
Q1 | $81K | Buy |
+2,061
| New | +$81K | 0.03% | 101 |
|
|
2018
Q2 | – | Sell |
-2,491
| Closed | -$160K | – | 132 |
|
|
2018
Q1 | $160K | Sell |
2,491
-2,010
| -45% | -$129K | 0.06% | 128 |
|
|
2017
Q4 | $376K | Sell |
4,501
-385
| -8% | -$32.2K | 0.14% | 86 |
|
|
2017
Q3 | $566K | Sell |
4,886
-975
| -17% | -$113K | 0.23% | 74 |
|
|
2017
Q2 | $758K | Sell |
5,861
-167
| -3% | -$21.6K | 0.32% | 62 |
|
|
2017
Q1 | $860K | Buy |
6,028
+586
| +11% | +$83.6K | 0.38% | 49 |
|
|
2016
Q4 | $824K | Sell |
5,442
-50
| -0.9% | -$7.57K | 0.4% | 44 |
|
|
2016
Q3 | $779K | Buy |
5,492
+399
| +8% | +$56.6K | 0.4% | 37 |
|
|
2016
Q2 | $768K | Sell |
5,093
-636
| -11% | -$95.9K | 0.41% | 33 |
|
|
2016
Q1 | $873K | Buy |
5,729
+809
| +16% | +$123K | 0.52% | 26 |
|
|
2015
Q4 | $734K | Buy |
+4,920
| New | +$734K | 0.51% | 26 |
|