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