Keystone Financial Planning’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-36,254
Closed -$2.34M 47
2018
Q1
$2.34M Sell
36,254
-1,090
-3% -$70.4K 1.31% 31
2017
Q4
$3.12M Buy
37,344
+803
+2% +$67.2K 1.67% 26
2017
Q3
$4.23M Buy
36,541
+13,919
+62% +$1.61M 2.4% 23
2017
Q2
$2.93M Buy
22,622
+17,779
+367% +$2.3M 1.77% 29
2017
Q1
$692K Buy
4,843
+1,960
+68% +$280K 0.43% 37
2016
Q4
$437K Buy
+2,883
New +$437K 0.29% 40
2014
Q1
Sell
-887
Closed -$119K 67
2013
Q4
$119K Buy
+887
New +$119K 0.1% 56