Hefty Wealth Partners’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $54K | Sell |
835
-2,171
| -72% | -$140K | 0.03% | 140 |
|
|
2017
Q4 | $251K | Sell |
3,006
-434
| -13% | -$36.2K | 0.16% | 81 |
|
|
2017
Q3 | $399K | Sell |
3,440
-1,614
| -32% | -$187K | 0.26% | 74 |
|
|
2017
Q2 | $654K | Buy |
5,054
+4,687
| +1,277% | +$607K | 0.45% | 67 |
|
|
2017
Q1 | $52K | Sell |
367
-10,006
| -96% | -$1.42M | 0.04% | 125 |
|
|
2016
Q4 | $1.57M | Buy |
10,373
+182
| +2% | +$27.5K | 1.32% | 26 |
|
|
2016
Q3 | $1.45M | Buy |
10,191
+384
| +4% | +$54.5K | 1.1% | 29 |
|
|
2016
Q2 | $1.48M | Buy |
9,807
+9,707
| +9,707% | +$1.46M | 1.22% | 28 |
|
|
2016
Q1 | $15K | Sell |
100
-8,851
| -99% | -$1.33M | 0.01% | 136 |
|
|
2015
Q4 | $1.34M | Buy |
+8,951
| New | +$1.34M | 1.27% | 22 |
|