Integrated 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 | $3.93M | Buy |
27,505
+560
| +2% | +$80K | 1.32% | 17 |
|
2016
Q4 | $4.08M | Buy |
26,945
+151
| +0.6% | +$22.9K | 1.52% | 13 |
|
2016
Q3 | $3.8M | Buy |
26,794
+562
| +2% | +$79.8K | 1.36% | 11 |
|
2016
Q2 | $3.96M | Sell |
26,232
-1,887
| -7% | -$285K | 1.53% | 11 |
|
2016
Q1 | $4.28M | Buy |
28,119
+247
| +0.9% | +$37.6K | 1.81% | 11 |
|
2015
Q4 | $4.16M | Buy |
27,872
+2,828
| +11% | +$422K | 1.79% | 11 |
|
2015
Q3 | $3.03M | Sell |
25,044
-344
| -1% | -$41.6K | 1.33% | 14 |
|
2015
Q2 | $3.23M | Buy |
25,388
+692
| +3% | +$88.1K | 1.25% | 15 |
|
2015
Q1 | $2.94M | Buy |
+24,696
| New | +$2.94M | 1.23% | 15 |
|