AWA
AmeriServ Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $514K | Sell |
17,279
-725
| -4% | -$21.6K | 0.67% | 25 |
|
|
2016
Q4 | $567K | Sell |
18,004
-673
| -4% | -$21.2K | 0.66% | 23 |
|
|
2016
Q3 | $553K | Sell |
18,677
-450
| -2% | -$13.3K | 0.7% | 36 |
|
|
2016
Q2 | $602K | Buy |
19,127
+250
| +1% | +$7.87K | 0.9% | 24 |
|
|
2016
Q1 | $592K | Buy |
18,877
+750
| +4% | +$23.5K | 1% | 20 |
|
|
2015
Q4 | $557K | Buy |
18,127
+1,180
| +7% | +$36.3K | 1.32% | 22 |
|
|
2015
Q3 | $427K | Sell |
16,947
-6,252
| -27% | -$158K | 0.81% | 30 |
|
|
2015
Q2 | $617K | Buy |
23,199
+561
| +2% | +$14.9K | 0.72% | 30 |
|
|
2015
Q1 | $562K | Sell |
22,638
-13,686
| -38% | -$340K | 0.65% | 34 |
|
|
2014
Q4 | $918K | Buy |
36,324
+3,345
| +10% | +$84.5K | 0.89% | 21 |
|
|
2014
Q3 | $844K | Sell |
32,979
-247
| -0.7% | -$6.32K | 1.46% | 14 |
|
|
2014
Q2 | $873K | Sell |
33,226
-4,246
| -11% | -$112K | 0.94% | 22 |
|
|
2014
Q1 | $970K | Sell |
37,472
-41,087
| -52% | -$1.06M | 0.97% | 20 |
|
|
2013
Q4 | $2.2M | Buy |
78,559
+9,769
| +14% | +$274K | 1.31% | 14 |
|
|
2013
Q3 | $1.64M | Sell |
68,790
-1,283
| -2% | -$30.6K | 1.05% | 23 |
|
|
2013
Q2 | $1.63M | Buy |
+70,073
| New | +$1.63M | 1.05% | 22 |
|