Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,194
| Closed | -$674K | – | 68 |
|
|
2017
Q2 | $674K | Sell |
5,194
-33,010
| -86% | -$4.28M | 0.65% | 45 |
|
|
2017
Q1 | $5.78M | Sell |
38,204
-2,662
| -7% | -$402K | 1.31% | 8 |
|
|
2016
Q4 | $6.18M | Sell |
40,866
-32,773
| -45% | -$4.95M | 1.37% | 7 |
|
|
2016
Q3 | $10.5M | Buy |
73,639
+543
| +0.7% | +$77.3K | 1.27% | 4 |
|
|
2016
Q2 | $11M | Buy |
73,096
+2,549
| +4% | +$384K | 1.49% | 4 |
|
|
2016
Q1 | $10.7M | Sell |
70,547
-834
| -1% | -$127K | 1.44% | 5 |
|
|
2015
Q4 | $10.6M | Sell |
71,381
-606
| -0.8% | -$90.4K | 1.42% | 5 |
|
|
2015
Q3 | $8.73M | Buy |
71,987
+4,715
| +7% | +$572K | 1.18% | 9 |
|
|
2015
Q2 | $8.57M | Buy |
67,272
+1,936
| +3% | +$247K | 1.11% | 10 |
|
|
2015
Q1 | $4.97M | Buy |
65,336
+3,875
| +6% | +$295K | 1.42% | 8 |
|
|
2014
Q4 | $7.48M | Buy |
61,461
+21,322
| +53% | +$2.59M | 1.14% | 8 |
|
|
2014
Q3 | $4.94M | Sell |
40,139
-695
| -2% | -$85.5K | 0.67% | 8 |
|
|
2014
Q2 | $4.94M | Sell |
40,834
-1,979
| -5% | -$240K | 0.61% | 8 |
|
|
2014
Q1 | $5.33M | Buy |
42,813
+1,265
| +3% | +$157K | 0.67% | 9 |
|
|
2013
Q4 | $5.59M | Buy |
41,548
+487
| +1% | +$65.5K | 0.71% | 8 |
|
|
2013
Q3 | $4.7M | Sell |
41,061
-853
| -2% | -$97.5K | 0.67% | 9 |
|
|
2013
Q2 | $4.67M | Buy |
+41,914
| New | +$4.67M | 0.7% | 7 |
|