Patriot Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-38,402
| Closed | -$4.45M | – | 88 |
|
|
2017
Q3 | $4.45M | Sell |
38,402
-3,672
| -9% | -$426K | 0.72% | 50 |
|
|
2017
Q2 | $5.45M | Sell |
42,074
-11,065
| -21% | -$1.43M | 0.91% | 47 |
|
|
2017
Q1 | $7.59M | Sell |
53,139
-30,801
| -37% | -$4.4M | 1.21% | 25 |
|
|
2016
Q4 | $12.7M | Buy |
83,940
+320
| +0.4% | +$48.5K | 2.4% | 8 |
|
|
2016
Q3 | $11.9M | Sell |
83,620
-2,674
| -3% | -$380K | 2.29% | 7 |
|
|
2016
Q2 | $13M | Buy |
86,294
+1,846
| +2% | +$279K | 2.57% | 7 |
|
|
2016
Q1 | $12.9M | Buy |
84,448
+1,018
| +1% | +$155K | 2.6% | 8 |
|
|
2015
Q4 | $12.5M | Buy |
83,430
+245
| +0.3% | +$36.6K | 2.58% | 6 |
|
|
2015
Q3 | $10.1M | Buy |
83,185
+1,990
| +2% | +$241K | 2.32% | 9 |
|
|
2015
Q2 | $10.3M | Buy |
81,195
+815
| +1% | +$104K | 2.3% | 9 |
|
|
2015
Q1 | $9.56M | Buy |
80,380
+2,567
| +3% | +$305K | 2.13% | 11 |
|
|
2014
Q4 | $9.42M | Buy |
77,813
+1,507
| +2% | +$182K | 2.2% | 9 |
|
|
2014
Q3 | $9.37M | Buy |
76,306
+2,063
| +3% | +$253K | 2.31% | 9 |
|
|
2014
Q2 | $9.35M | Buy |
74,243
+736
| +1% | +$92.7K | 2.37% | 9 |
|
|
2014
Q1 | $9.12M | Buy |
73,507
+18,356
| +33% | +$2.28M | 2.43% | 10 |
|
|
2013
Q4 | $7.41M | Buy |
55,151
+18,221
| +49% | +$2.45M | 2.04% | 13 |
|
|
2013
Q3 | $4.23M | Buy |
+36,930
| New | +$4.23M | 1.25% | 32 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 31 |
|