KMS Financial Services’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$10.5M Buy
85,492
+2,772
+3% +$340K 1.47% 10
2014
Q2
$10.4M Buy
82,720
+1,271
+2% +$160K 1.49% 9
2014
Q1
$10.1M Buy
81,449
+8,231
+11% +$1.02M 1.6% 9
2013
Q4
$9.84M Buy
73,218
+20,392
+39% +$2.74M 1.66% 7
2013
Q3
$6.05M Buy
52,826
+35,554
+206% +$4.07M 1.47% 9
2013
Q2
$1.92M Buy
+17,272
New +$1.92M 0.54% 38