Windsor Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $862K | Buy |
9,772
+482
| +5% | +$42.5K | 0.16% | 67 |
|
2023
Q2 | $814K | Buy |
9,290
+2
| +0% | +$175 | 0.15% | 73 |
|
2023
Q1 | $700K | Sell |
9,288
-2,670
| -22% | -$201K | 0.14% | 84 |
|
2022
Q4 | $536K | Buy |
11,958
+401
| +3% | +$18K | 0.11% | 92 |
|
2022
Q3 | $465K | Sell |
11,557
-576
| -5% | -$23.2K | 0.12% | 94 |
|
2022
Q2 | $465K | Buy |
12,133
+71
| +0.6% | +$2.72K | 0.12% | 92 |
|
2022
Q1 | $674K | Sell |
12,062
-252
| -2% | -$14.1K | 0.12% | 131 |
|
2021
Q4 | $762K | Sell |
12,314
-984
| -7% | -$60.9K | 0.14% | 124 |
|
2021
Q3 | $877K | Buy |
13,298
+532
| +4% | +$35.1K | 0.18% | 113 |
|
2021
Q2 | $856K | Sell |
12,766
-33
| -0.3% | -$2.21K | 0.19% | 107 |
|
2021
Q1 | $838K | Buy |
12,799
+627
| +5% | +$41.1K | 0.2% | 103 |
|
2020
Q4 | $655K | Sell |
12,172
-61
| -0.5% | -$3.28K | 0.17% | 114 |
|
2020
Q3 | $450K | Sell |
12,233
-2,278
| -16% | -$83.8K | 0.13% | 134 |
|
2020
Q2 | $494K | Sell |
14,511
-433
| -3% | -$14.7K | 0.16% | 121 |
|
2020
Q1 | $591K | Sell |
14,944
-183
| -1% | -$7.24K | 0.24% | 96 |
|
2019
Q4 | $841K | Buy |
15,127
+38
| +0.3% | +$2.11K | 0.31% | 78 |
|
2019
Q3 | $640K | Buy |
15,089
+10,003
| +197% | +$424K | 0.28% | 93 |
|
2019
Q2 | $269K | Buy |
5,086
+2,127
| +72% | +$112K | 0.12% | 153 |
|
2019
Q1 | $147K | Sell |
2,959
-1,430
| -33% | -$71K | 0.08% | 151 |
|
2018
Q4 | $159K | Buy |
4,389
+846
| +24% | +$30.6K | 0.11% | 130 |
|
2018
Q3 | $192K | Sell |
3,543
-2,292
| -39% | -$124K | 0.12% | 133 |
|
2018
Q2 | $381K | Sell |
5,835
-863
| -13% | -$56.4K | 0.3% | 90 |
|
2018
Q1 | $433K | Sell |
6,698
-540
| -7% | -$34.9K | 0.37% | 77 |
|
2017
Q4 | $605K | Buy |
+7,238
| New | +$605K | 0.52% | 47 |
|