WPA
Winning Points Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-33,215
| Closed | -$349K | – | 67 |
|
|
2021
Q4 | $349K | Buy |
+33,215
| New | +$349K | 0.25% | 53 |
|
|
2021
Q3 | – | Sell |
-12,975
| Closed | -$175K | – | 64 |
|
|
2021
Q2 | $175K | Sell |
12,975
-125
| -1% | -$1.69K | 0.13% | 55 |
|
|
2021
Q1 | $172K | Sell |
13,100
-52
| -0.4% | -$683 | 0.13% | 61 |
|
|
2020
Q4 | $142K | Sell |
13,152
-9,863
| -43% | -$107K | 0.11% | 61 |
|
|
2020
Q3 | $143K | Hold |
23,015
| – | – | 0.12% | 58 |
|
|
2020
Q2 | $157K | Hold |
23,015
| – | – | 0.15% | 54 |
|
|
2020
Q1 | $182K | Sell |
23,015
-1,100
| -5% | -$8.7K | 0.18% | 56 |
|
|
2019
Q4 | $269K | Sell |
24,115
-2,700
| -10% | -$30.1K | 0.17% | 63 |
|
|
2019
Q3 | $242K | Sell |
26,815
-6,400
| -19% | -$57.8K | 0.17% | 63 |
|
|
2019
Q2 | $349K | Sell |
33,215
-8,000
| -19% | -$84.1K | 0.25% | 53 |
|
|
2019
Q1 | $411K | Sell |
41,215
-7,710
| -16% | -$76.9K | 0.32% | 50 |
|
|
2018
Q4 | $394K | Sell |
48,925
-11,635
| -19% | -$93.7K | 0.34% | 51 |
|
|
2018
Q3 | $685K | Sell |
60,560
-1,965
| -3% | -$22.2K | 0.5% | 42 |
|
|
2018
Q2 | $851K | Sell |
62,525
-25,900
| -29% | -$353K | 0.68% | 33 |
|
|
2018
Q1 | $1.19M | Sell |
88,425
-34,157
| -28% | -$459K | 0.97% | 29 |
|
|
2017
Q4 | $2.14M | Buy |
122,582
+19,700
| +19% | +$344K | 1.74% | 20 |
|
|
2017
Q3 | $2.49M | Buy |
102,882
+6,250
| +6% | +$151K | 2.14% | 16 |
|
|
2017
Q2 | $2.65M | Buy |
96,632
+12,120
| +14% | +$333K | 2.59% | 11 |
|
|
2017
Q1 | $2.52M | Sell |
84,512
-808
| -0.9% | -$24.1K | 2.46% | 10 |
|
|
2016
Q4 | $2.7M | Buy |
+85,320
| New | +$2.7M | 2.94% | 10 |
|