Heritage Way Advisors’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 | – | Sell |
-2,087
| Closed | -$174K | – | 61 |
|
|
2017
Q4 | $174K | Buy |
+2,087
| New | +$174K | 0.13% | 64 |
|
|
2017
Q3 | – | Sell |
-11,795
| Closed | -$1.53M | – | 61 |
|
|
2017
Q2 | $1.53M | Buy |
11,795
+10,230
| +654% | +$1.32M | 1.3% | 45 |
|
|
2017
Q1 | $223K | Buy |
1,565
+209
| +15% | +$29.8K | 0.21% | 55 |
|
|
2016
Q4 | $205K | Buy |
+1,356
| New | +$205K | 0.2% | 58 |
|