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 |
|