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 |
|