McKinley Carter Wealth Services’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 |
-1,818
| Closed | -$117K | – | 248 |
|
|
2018
Q1 | $117K | Sell |
1,818
-960
| -35% | -$61.8K | 0.04% | 207 |
|
|
2017
Q4 | $232K | Sell |
2,778
-1,570
| -36% | -$131K | 0.08% | 141 |
|
|
2017
Q3 | $504K | Sell |
4,348
-954
| -18% | -$111K | 0.19% | 86 |
|
|
2017
Q2 | $686K | Sell |
5,302
-842
| -14% | -$109K | 0.3% | 63 |
|
|
2017
Q1 | $877K | Sell |
6,144
-889
| -13% | -$127K | 0.41% | 57 |
|
|
2016
Q4 | $1.07M | Sell |
7,033
-98
| -1% | -$14.8K | 0.54% | 50 |
|
|
2016
Q3 | $1.01M | Sell |
7,131
-539
| -7% | -$76.5K | 0.52% | 49 |
|
|
2016
Q2 | $1.16M | Sell |
7,670
-392
| -5% | -$59.1K | 0.6% | 49 |
|
|
2016
Q1 | $1.23M | Buy |
8,062
+502
| +7% | +$76.5K | 0.68% | 44 |
|
|
2015
Q4 | $1.13M | Sell |
7,560
-290
| -4% | -$43.3K | 0.65% | 48 |
|
|
2015
Q3 | $949K | Sell |
7,850
-1,695
| -18% | -$205K | 0.59% | 50 |
|
|
2015
Q2 | $1.22M | Buy |
9,545
+1,003
| +12% | +$128K | 0.66% | 48 |
|
|
2015
Q1 | $1.02M | Sell |
8,542
-216
| -2% | -$25.7K | 0.66% | 48 |
|
|
2014
Q4 | $1.06M | Sell |
8,758
-169
| -2% | -$20.5K | 0.83% | 43 |
|
|
2014
Q3 | $1.1M | Sell |
8,927
-309
| -3% | -$37.9K | 1.04% | 37 |
|
|
2014
Q2 | $1.16M | Sell |
9,236
-928
| -9% | -$117K | 1.23% | 31 |
|
|
2014
Q1 | $1.26M | Sell |
10,164
-10,242
| -50% | -$1.27M | 1.37% | 28 |
|
|
2013
Q4 | $2.74M | Sell |
20,406
-5,380
| -21% | -$723K | 2.67% | 7 |
|
|
2013
Q3 | $2.95M | Buy |
25,786
+5,554
| +27% | +$636K | 3.5% | 5 |
|
|
2013
Q2 | $2.25M | Buy |
+20,232
| New | +$2.25M | 3.4% | 8 |
|