Asset Planning Services (Pennsylvania)’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,287
| Closed | -$57K | – | 139 |
|
|
2019
Q3 | $57K | Buy |
1,287
+1
| +0.1% | +$44 | 0.02% | 127 |
|
|
2019
Q2 | $67K | Hold |
1,286
| – | – | 0.03% | 113 |
|
|
2019
Q1 | $64K | Sell |
1,286
-51
| -4% | -$2.54K | 0.03% | 112 |
|
|
2018
Q4 | $49K | Hold |
1,337
| – | – | 0.02% | 125 |
|
|
2018
Q3 | $59K | Buy |
1,337
+6
| +0.5% | +$265 | 0.03% | 116 |
|
|
2018
Q2 | $87K | Buy |
1,331
+3
| +0.2% | +$196 | 0.04% | 100 |
|
|
2018
Q1 | $86K | Sell |
1,328
-227
| -15% | -$14.7K | 0.04% | 101 |
|
|
2017
Q4 | $130K | Sell |
1,555
-977
| -39% | -$81.7K | 0.07% | 89 |
|
|
2017
Q3 | $293K | Buy |
2,532
+117
| +5% | +$13.5K | 0.16% | 56 |
|
|
2017
Q2 | $313K | Sell |
2,415
-508
| -17% | -$65.8K | 0.2% | 55 |
|
|
2017
Q1 | $417K | Buy |
2,923
+455
| +18% | +$64.9K | 0.28% | 50 |
|
|
2016
Q4 | $374K | Buy |
2,468
+5
| +0.2% | +$758 | 0.3% | 45 |
|
|
2016
Q3 | $350K | Sell |
2,463
-209
| -8% | -$29.7K | 0.29% | 48 |
|
|
2016
Q2 | $403K | Hold |
2,672
| – | – | 0.35% | 42 |
|
|
2016
Q1 | $407K | Buy |
2,672
+1,461
| +121% | +$223K | 0.37% | 41 |
|
|
2015
Q4 | $181K | Hold |
1,211
| – | – | 0.17% | 55 |
|
|
2015
Q3 | $146K | Hold |
1,211
| – | – | 0.15% | 57 |
|
|
2015
Q2 | $154K | Buy |
+1,211
| New | +$154K | 0.15% | 58 |
|