Eads & Heald 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
Q1 | – | Sell |
-1,328
| Closed | -$201K | – | 130 |
|
|
2016
Q4 | $201K | Buy |
+1,328
| New | +$201K | 0.14% | 126 |
|
|
2016
Q3 | – | Sell |
-1,328
| Closed | -$200K | – | 132 |
|
|
2016
Q2 | $200K | Sell |
1,328
-54
| -4% | -$8.13K | 0.14% | 128 |
|
|
2016
Q1 | $211K | Sell |
1,382
-20
| -1% | -$3.05K | 0.15% | 125 |
|
|
2015
Q4 | $209K | Buy |
+1,402
| New | +$209K | 0.14% | 127 |
|
|
2014
Q4 | – | Sell |
-1,838
| Closed | -$226K | – | 131 |
|
|
2014
Q3 | $226K | Sell |
1,838
-124
| -6% | -$15.2K | 0.15% | 113 |
|
|
2014
Q2 | $247K | Sell |
1,962
-133
| -6% | -$16.7K | 0.16% | 112 |
|
|
2014
Q1 | $260K | Sell |
2,095
-39
| -2% | -$4.84K | 0.17% | 110 |
|
|
2013
Q4 | $287K | Sell |
2,134
-39
| -2% | -$5.25K | 0.19% | 108 |
|
|
2013
Q3 | $249K | Hold |
2,173
| – | – | 0.18% | 108 |
|
|
2013
Q2 | $241K | Buy |
+2,173
| New | +$241K | 0.17% | 108 |
|