Catamount Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $272K | Sell |
5,467
-219
| -4% | -$10.9K | 0.15% | 43 |
|
|
2018
Q4 | $277K | Buy |
5,686
+9
| +0.2% | +$438 | 0.19% | 34 |
|
|
2018
Q3 | $307K | Hold |
5,677
| – | – | 0.15% | 38 |
|
|
2018
Q2 | $347K | Buy |
5,677
+1,062
| +23% | +$64.9K | 0.17% | 37 |
|
|
2018
Q1 | $298K | Buy |
4,615
+233
| +5% | +$15K | 0.16% | 38 |
|
|
2017
Q4 | $366K | Sell |
4,382
-2,820
| -39% | -$236K | 0.2% | 31 |
|
|
2017
Q3 | $835K | Buy |
7,202
+446
| +7% | +$51.7K | 0.49% | 27 |
|
|
2017
Q2 | $875K | Sell |
6,756
-711
| -10% | -$92.1K | 0.53% | 27 |
|
|
2017
Q1 | $1.07M | Sell |
7,467
-406
| -5% | -$58K | 0.73% | 23 |
|
|
2016
Q4 | $1.19M | Sell |
7,873
-2,070
| -21% | -$313K | 0.97% | 22 |
|
|
2016
Q3 | $1.4M | Buy |
9,943
+8,973
| +925% | +$1.26M | 1.2% | 18 |
|
|
2016
Q2 | $146K | Buy |
970
+250
| +35% | +$37.6K | 0.17% | 29 |
|
|
2016
Q1 | $110K | Buy |
720
+188
| +35% | +$28.7K | 0.13% | 31 |
|
|
2015
Q4 | $79K | Buy |
532
+31
| +6% | +$4.6K | 0.07% | 36 |
|
|
2015
Q3 | $61K | Sell |
501
-42
| -8% | -$5.11K | 0.06% | 43 |
|
|
2015
Q2 | $69K | Buy |
543
+104
| +24% | +$13.2K | 0.05% | 56 |
|
|
2015
Q1 | $52K | Hold |
439
| – | – | 0.04% | 59 |
|
|
2014
Q4 | $53K | Buy |
+439
| New | +$53K | 0.05% | 47 |
|