Wells Trecaso Financial Group’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,172
| Closed | -$204K | – | 90 |
|
|
2021
Q3 | $204K | Sell |
3,172
-4
| -0.1% | -$257 | 0.1% | 83 |
|
|
2021
Q2 | $213K | Hold |
3,176
| – | – | 0.1% | 80 |
|
|
2021
Q1 | $208K | Buy |
3,176
+161
| +5% | +$10.5K | 0.11% | 77 |
|
|
2020
Q4 | $162K | Sell |
3,015
-251
| -8% | -$13.5K | 0.09% | 76 |
|
|
2020
Q3 | $101K | Buy |
3,266
+752
| +30% | +$23.3K | 0.06% | 66 |
|
|
2020
Q2 | $86K | Buy |
2,514
+743
| +42% | +$25.4K | 0.06% | 75 |
|
|
2020
Q1 | $70K | Buy |
+1,771
| New | +$70K | 0.06% | 61 |
|
|
2018
Q4 | – | Sell |
-33,005
| Closed | -$1.79M | – | 69 |
|
|
2018
Q3 | $1.79M | Sell |
33,005
-2,241
| -6% | -$121K | 1.48% | 20 |
|
|
2018
Q2 | $2.3M | Buy |
35,246
+1,179
| +3% | +$76.9K | 2.16% | 18 |
|
|
2018
Q1 | $2.2M | Buy |
34,067
+7,536
| +28% | +$487K | 2.09% | 20 |
|
|
2017
Q4 | $2.22M | Buy |
+26,531
| New | +$2.22M | 2.17% | 20 |
|