Mariner Wealth Advisors (Cincinnati)’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $418K | Sell |
7,721
-1,062
| -12% | -$57.5K | 0.02% | 210 |
|
|
2018
Q2 | $573K | Sell |
8,783
-2,259
| -20% | -$147K | 0.03% | 171 |
|
|
2018
Q1 | $713K | Sell |
11,042
-2,542
| -19% | -$164K | 0.04% | 153 |
|
|
2017
Q4 | $1.14M | Sell |
13,584
-5,484
| -29% | -$459K | 0.07% | 118 |
|
|
2017
Q3 | $2.21M | Buy |
19,068
+1,033
| +6% | +$120K | 0.14% | 90 |
|
|
2017
Q2 | $2.33M | Sell |
18,035
-3,882
| -18% | -$502K | 0.16% | 87 |
|
|
2017
Q1 | $3.13M | Buy |
21,917
+385
| +2% | +$55K | 0.23% | 83 |
|
|
2016
Q4 | $3.26M | Sell |
21,532
-517
| -2% | -$78.3K | 0.25% | 79 |
|
|
2016
Q3 | $3.13M | Sell |
22,049
-641
| -3% | -$91K | 0.27% | 79 |
|
|
2016
Q2 | $3.42M | Buy |
22,690
+679
| +3% | +$102K | 0.31% | 73 |
|
|
2016
Q1 | $3.35M | Buy |
22,011
+3,150
| +17% | +$480K | 0.33% | 67 |
|
|
2015
Q4 | $2.82M | Buy |
+18,861
| New | +$2.82M | 0.28% | 71 |
|
|
2015
Q1 | $14.2M | Sell |
119,502
-13,377
| -10% | -$1.59M | 2% | 21 |
|
|
2014
Q4 | $16.1M | Buy |
132,879
+6,828
| +5% | +$827K | 2.33% | 16 |
|
|
2014
Q3 | $15.5M | Sell |
126,051
-291
| -0.2% | -$35.7K | 2.48% | 10 |
|
|
2014
Q2 | $15.9M | Buy |
126,342
+3,025
| +2% | +$381K | 2.51% | 8 |
|
|
2014
Q1 | $15.3M | Buy |
123,317
+3,253
| +3% | +$404K | 2.48% | 11 |
|
|
2013
Q4 | $16.1M | Buy |
120,064
+6,586
| +6% | +$885K | 2.66% | 4 |
|
|
2013
Q3 | $13M | Buy |
113,478
+2,352
| +2% | +$269K | 2.41% | 12 |
|
|
2013
Q2 | $12.4M | Buy |
+111,126
| New | +$12.4M | 2.45% | 11 |
|