AWS
Aris Wealth Services’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $274K | Sell |
10,855
-28,046
| -72% | -$708K | 0.57% | 31 |
|
2015
Q2 | $1.03M | Buy |
38,901
+2,213
| +6% | +$58.8K | 0.95% | 22 |
|
2015
Q1 | $910K | Buy |
36,688
+2,345
| +7% | +$58.2K | 0.85% | 30 |
|
2014
Q4 | $868K | Buy |
34,343
+4,785
| +16% | +$121K | 0.97% | 27 |
|
2014
Q3 | $757K | Buy |
29,558
+660
| +2% | +$16.9K | 0.94% | 24 |
|
2014
Q2 | $759K | Buy |
28,898
+772
| +3% | +$20.3K | 0.99% | 23 |
|
2014
Q1 | $728K | Sell |
28,126
-4,012
| -12% | -$104K | 1.07% | 21 |
|
2013
Q4 | $901K | Buy |
32,138
+988
| +3% | +$27.7K | 1.52% | 8 |
|
2013
Q3 | $744K | Buy |
31,150
+4,167
| +15% | +$99.5K | 1.36% | 12 |
|
2013
Q2 | $626K | Buy |
+26,983
| New | +$626K | 1.34% | 12 |
|