Gary Goldberg Planning Services’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$441K Sell
3,642
-151
-4% -$18.3K 0.19% 68
2014
Q3
$466K Buy
3,793
+10
+0.3% +$1.23K 0.19% 71
2014
Q2
$476K Buy
3,783
+962
+34% +$121K 0.21% 71
2014
Q1
$350K Buy
2,821
+354
+14% +$43.9K 0.17% 75
2013
Q4
$331K Sell
2,467
-6
-0.2% -$805 0.19% 70
2013
Q3
$283K Sell
2,473
-153
-6% -$17.5K 0.17% 78
2013
Q2
$292K Buy
+2,626
New +$292K 0.19% 68