YorkBridge Wealth Partners’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $277K | Sell |
5,300
-40
| -0.7% | -$2.09K | 0.07% | 205 |
|
|
2022
Q3 | $206K | Sell |
5,340
-117
| -2% | -$4.51K | 0.05% | 260 |
|
|
2022
Q2 | $216K | Hold |
5,457
| – | – | 0.06% | 260 |
|
|
2022
Q1 | $311K | Sell |
5,457
-109
| -2% | -$6.21K | 0.07% | 227 |
|
|
2021
Q4 | $328K | Sell |
5,566
-47
| -0.8% | -$2.77K | 0.07% | 226 |
|
|
2021
Q3 | $360K | Buy |
5,613
+3
| +0.1% | +$192 | 0.09% | 189 |
|
|
2021
Q2 | $376K | Buy |
5,610
+103
| +2% | +$6.9K | 0.1% | 159 |
|
|
2021
Q1 | $360K | Buy |
5,507
+114
| +2% | +$7.45K | 0.11% | 159 |
|
|
2020
Q4 | $290K | Sell |
5,393
-537
| -9% | -$28.9K | 0.1% | 153 |
|
|
2020
Q3 | $184K | Sell |
5,930
-3,158
| -35% | -$98K | 0.08% | 176 |
|
|
2020
Q2 | $309K | Buy |
9,088
+203
| +2% | +$6.9K | 0.14% | 129 |
|
|
2020
Q1 | $352K | Sell |
8,885
-407
| -4% | -$16.1K | 0.22% | 104 |
|
|
2019
Q4 | $517K | Buy |
9,292
+149
| +2% | +$8.29K | 0.24% | 101 |
|
|
2019
Q3 | $407K | Sell |
9,143
-286
| -3% | -$12.7K | 0.21% | 111 |
|
|
2019
Q2 | $493K | Buy |
9,429
+802
| +9% | +$41.9K | 0.22% | 96 |
|
|
2019
Q1 | $430K | Sell |
8,627
-1,688
| -16% | -$84.1K | 0.2% | 105 |
|
|
2018
Q4 | $374K | Sell |
10,315
-4,847
| -32% | -$176K | 0.2% | 110 |
|
|
2018
Q3 | $878K | Buy |
15,162
+921
| +6% | +$53.3K | 0.4% | 66 |
|
|
2018
Q2 | $929K | Sell |
14,241
-742
| -5% | -$48.4K | 0.41% | 65 |
|
|
2018
Q1 | $946K | Sell |
14,983
-1,112
| -7% | -$70.2K | 0.44% | 64 |
|
|
2017
Q4 | $1.15M | Sell |
16,095
-6,315
| -28% | -$451K | 0.56% | 48 |
|
|
2017
Q3 | $2.6M | Buy |
22,410
+1,827
| +9% | +$212K | 1.35% | 14 |
|
|
2017
Q2 | $2.71M | Buy |
20,583
+257
| +1% | +$33.8K | 1.44% | 14 |
|
|
2017
Q1 | $2.82M | Buy |
20,326
+351
| +2% | +$48.8K | 1.48% | 15 |
|
|
2016
Q4 | $3.01M | Buy |
+19,975
| New | +$3.01M | 1.78% | 8 |
|