OWM
Orgel Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,541
| Closed | -$231K | – | 32 |
|
|
2017
Q2 | $231K | Sell |
8,541
-182
| -2% | -$4.92K | 0.08% | 22 |
|
|
2017
Q1 | $260K | Buy |
8,723
+587
| +7% | +$17.5K | 0.11% | 17 |
|
|
2016
Q4 | $257K | Sell |
8,136
-176
| -2% | -$5.56K | 0.17% | 18 |
|
|
2016
Q3 | $246K | Buy |
+8,312
| New | +$246K | 0.17% | 17 |
|