Doyle 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
Q3 | – | Sell |
-2,004
| Closed | -$105K | – | 400 |
|
2019
Q2 | $105K | Sell |
2,004
-40
| -2% | -$2.1K | 0.01% | 260 |
|
2019
Q1 | $103K | Buy |
2,044
+729
| +55% | +$36.7K | 0.02% | 191 |
|
2018
Q4 | $48K | Sell |
1,315
-55,483
| -98% | -$2.03M | 0.01% | 361 |
|
2018
Q3 | $3.07M | Buy |
56,798
+16,592
| +41% | +$898K | 0.48% | 48 |
|
2018
Q2 | $2.62M | Buy |
40,206
+3,463
| +9% | +$226K | 0.43% | 49 |
|
2018
Q1 | $2.37M | Buy |
36,743
+146
| +0.4% | +$9.43K | 0.4% | 53 |
|
2017
Q4 | $3.06M | Sell |
36,597
-29,375
| -45% | -$2.46M | 0.52% | 45 |
|
2017
Q3 | $7.65M | Sell |
65,972
-64,873
| -50% | -$7.52M | 1.34% | 32 |
|
2017
Q2 | $16.9M | Buy |
130,845
+36,373
| +39% | +$4.71M | 3.14% | 5 |
|
2017
Q1 | $13.5M | Buy |
+94,472
| New | +$13.5M | 2.75% | 10 |
|