American Trust Investment Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,709
| Closed | -$221K | – | 79 |
|
|
2017
Q2 | $221K | Hold |
1,709
| – | – | 0.19% | 70 |
|
|
2017
Q1 | $244K | Hold |
1,709
| – | – | 0.22% | 60 |
|
|
2016
Q4 | $259K | Hold |
1,709
| – | – | 0.25% | 55 |
|
|
2016
Q3 | $243K | Hold |
1,709
| – | – | 0.24% | 57 |
|
|
2016
Q2 | $258K | Sell |
1,709
-46
| -3% | -$6.94K | 0.27% | 56 |
|
|
2016
Q1 | $267K | Hold |
1,755
| – | – | 0.28% | 51 |
|
|
2015
Q4 | $262K | Buy |
+1,755
| New | +$262K | 0.3% | 55 |
|
|
2015
Q3 | – | Sell |
-1,644
| Closed | -$209K | – | 74 |
|
|
2015
Q2 | $209K | Buy |
+1,644
| New | +$209K | 0.21% | 68 |
|
|
2015
Q1 | – | Sell |
-1,662
| Closed | -$201K | – | 73 |
|
|
2014
Q4 | $201K | Buy |
+1,662
| New | +$201K | 0.21% | 65 |
|