Palisades Hudson Asset Management’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 | – | Sell |
-2,117
| Closed | -$138K | – | 112 |
|
|
2018
Q2 | $138K | Sell |
2,117
-602
| -22% | -$39.2K | 0.07% | 110 |
|
|
2018
Q1 | $176K | Buy |
+2,719
| New | +$176K | 0.1% | 110 |
|
|
2017
Q4 | – | Sell |
-5,014
| Closed | -$581K | – | 109 |
|
|
2017
Q3 | $581K | Sell |
5,014
-45
| -0.9% | -$5.21K | 0.33% | 32 |
|
|
2017
Q2 | $655K | Hold |
5,059
| – | – | 0.38% | 26 |
|
|
2017
Q1 | $722K | Hold |
5,059
| – | – | 0.46% | 22 |
|
|
2016
Q4 | $766K | Hold |
5,059
| – | – | 0.47% | 22 |
|
|
2016
Q3 | $718K | Hold |
5,059
| – | – | 0.55% | 20 |
|
|
2016
Q2 | $764K | Sell |
5,059
-98
| -2% | -$14.8K | 0.62% | 19 |
|
|
2016
Q1 | $786K | Hold |
5,157
| – | – | 0.62% | 19 |
|
|
2015
Q4 | $770K | Hold |
5,157
| – | – | 0.65% | 21 |
|
|
2015
Q3 | $623K | Hold |
5,157
| – | – | 0.56% | 21 |
|
|
2015
Q2 | $657K | Hold |
5,157
| – | – | 0.57% | 19 |
|
|
2015
Q1 | $614K | Hold |
5,157
| – | – | 0.48% | 18 |
|
|
2014
Q4 | $625K | Buy |
5,157
+31
| +0.6% | +$3.76K | 0.49% | 18 |
|
|
2014
Q3 | $629K | Hold |
5,126
| – | – | 0.52% | 16 |
|
|
2014
Q2 | $646K | Sell |
5,126
-40
| -0.8% | -$5.04K | 0.53% | 12 |
|
|
2014
Q1 | $641K | Sell |
5,166
-200
| -4% | -$24.8K | 0.55% | 11 |
|
|
2013
Q4 | $721K | Hold |
5,366
| – | – | 0.6% | 12 |
|
|
2013
Q3 | $614K | Hold |
5,366
| – | – | 0.55% | 12 |
|
|
2013
Q2 | $596K | Buy |
+5,366
| New | +$596K | 0.57% | 12 |
|