Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,321
| Closed | -$180K | – | 89 |
|
|
2018
Q3 | $180K | Sell |
3,321
-17,648
| -84% | -$957K | 0.13% | 91 |
|
|
2018
Q2 | $1.37M | Buy |
20,969
+64
| +0.3% | +$4.18K | 0.98% | 45 |
|
|
2018
Q1 | $1.35M | Buy |
20,905
+813
| +4% | +$52.5K | 1% | 45 |
|
|
2017
Q4 | $1.68M | Buy |
20,092
+1,402
| +8% | +$117K | 1.21% | 35 |
|
|
2017
Q3 | $2.17M | Buy |
18,690
+75
| +0.4% | +$8.69K | 1.64% | 22 |
|
|
2017
Q2 | $2.41M | Buy |
18,615
+831
| +5% | +$108K | 1.91% | 12 |
|
|
2017
Q1 | $2.54M | Sell |
17,784
-70
| -0.4% | -$10K | 2.06% | 9 |
|
|
2016
Q4 | $2.7M | Buy |
+17,854
| New | +$2.7M | 2.27% | 9 |
|