Jacobus 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
Q3 | $662K | Sell |
5,716
-188
| -3% | -$21.8K | 0.17% | 93 |
|
|
2017
Q2 | $764K | Hold |
5,904
| – | – | 0.21% | 79 |
|
|
2017
Q1 | $843K | Sell |
5,904
-591
| -9% | -$84.4K | 0.24% | 76 |
|
|
2016
Q4 | $984K | Hold |
6,495
| – | – | 0.29% | 69 |
|
|
2016
Q3 | $922K | Buy |
6,495
+626
| +11% | +$88.9K | 0.27% | 70 |
|
|
2016
Q2 | $885K | Sell |
5,869
-1,169
| -17% | -$176K | 0.27% | 70 |
|
|
2016
Q1 | $1.07M | Sell |
7,038
-17
| -0.2% | -$2.59K | 0.31% | 68 |
|
|
2015
Q4 | $1.05M | Hold |
7,055
| – | – | 0.3% | 69 |
|
|
2015
Q3 | $853K | Sell |
7,055
-128
| -2% | -$15.5K | 0.25% | 79 |
|
|
2015
Q2 | $915K | Sell |
7,183
-4
| -0.1% | -$510 | 0.23% | 82 |
|
|
2015
Q1 | $855K | Buy |
7,187
+105
| +1% | +$12.5K | 0.22% | 82 |
|
|
2014
Q4 | $858K | Sell |
7,082
-668
| -9% | -$80.9K | 0.22% | 81 |
|
|
2014
Q3 | $952K | Sell |
7,750
-337
| -4% | -$41.4K | 0.26% | 80 |
|
|
2014
Q2 | $1.02M | Sell |
8,087
-498
| -6% | -$62.8K | 0.26% | 82 |
|
|
2014
Q1 | $1.07M | Hold |
8,585
| – | – | 0.26% | 80 |
|
|
2013
Q4 | $1.15M | Buy |
8,585
+1,639
| +24% | +$220K | 0.33% | 63 |
|
|
2013
Q3 | $795K | Sell |
6,946
-712
| -9% | -$81.5K | 0.28% | 69 |
|
|
2013
Q2 | $851K | Buy |
+7,658
| New | +$851K | 0.31% | 68 |
|