Nelson Capital Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,248
| Closed | -$56K | – | 174 |
|
|
2019
Q3 | $56K | Sell |
1,248
-141
| -10% | -$6.33K | 0.01% | 140 |
|
|
2019
Q2 | $73K | Hold |
1,389
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $69K | Sell |
1,389
-222
| -14% | -$11K | 0.02% | 119 |
|
|
2018
Q4 | $58K | Sell |
1,611
-386
| -19% | -$13.9K | 0.02% | 122 |
|
|
2018
Q3 | $108K | Buy |
1,997
+188
| +10% | +$10.2K | 0.02% | 100 |
|
|
2018
Q2 | $118K | Sell |
1,809
-4,672
| -72% | -$305K | 0.03% | 100 |
|
|
2018
Q1 | $419K | Buy |
6,481
+4,468
| +222% | +$289K | 0.11% | 71 |
|
|
2017
Q4 | $168K | Sell |
2,013
-338
| -14% | -$28.2K | 0.05% | 95 |
|
|
2017
Q3 | $272K | Sell |
2,351
-149
| -6% | -$17.2K | 0.09% | 74 |
|
|
2017
Q2 | $324K | Sell |
2,500
-59
| -2% | -$7.65K | 0.11% | 66 |
|
|
2017
Q1 | $366K | Sell |
2,559
-58
| -2% | -$8.3K | 0.12% | 62 |
|
|
2016
Q4 | $396K | Buy |
2,617
+126
| +5% | +$19.1K | 0.14% | 60 |
|
|
2016
Q3 | $354K | Buy |
2,491
+424
| +21% | +$60.3K | 0.13% | 61 |
|
|
2016
Q2 | $312K | Buy |
2,067
+342
| +20% | +$51.6K | 0.12% | 60 |
|
|
2016
Q1 | $263K | Hold |
1,725
| – | – | 0.1% | 62 |
|
|
2015
Q4 | $258K | Buy |
1,725
+125
| +8% | +$18.7K | 0.1% | 61 |
|
|
2015
Q3 | $193K | Hold |
1,600
| – | – | 0.07% | 71 |
|
|
2015
Q2 | $204K | Sell |
1,600
-23
| -1% | -$2.93K | 0.07% | 72 |
|
|
2015
Q1 | $193K | Sell |
1,623
-1,881
| -54% | -$224K | 0.07% | 76 |
|
|
2014
Q4 | $424K | Sell |
3,504
-61
| -2% | -$7.38K | 0.16% | 62 |
|
|
2014
Q3 | $438K | Buy |
3,565
+273
| +8% | +$33.5K | 0.17% | 60 |
|
|
2014
Q2 | $415K | Buy |
3,292
+266
| +9% | +$33.5K | 0.17% | 61 |
|
|
2014
Q1 | $375K | Buy |
3,026
+418
| +16% | +$51.8K | 0.16% | 60 |
|
|
2013
Q4 | $350K | Hold |
2,608
| – | – | 0.16% | 63 |
|
|
2013
Q3 | $299K | Hold |
2,608
| – | – | 0.14% | 62 |
|
|
2013
Q2 | $290K | Buy |
+2,608
| New | +$290K | 0.15% | 60 |
|