Retirement Design & Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-11,391
Closed -$1.72M 22
2016
Q2
$1.72M Sell
11,391
-103
-0.9% -$15.5K 1.08% 22
2016
Q1
$1.75M Sell
11,494
-283
-2% -$43.1K 1.25% 21
2015
Q4
$1.76M Sell
11,777
-450
-4% -$67.2K 0.98% 25
2015
Q3
$1.48M Sell
12,227
-15
-0.1% -$1.81K 1.53% 20
2015
Q2
$1.56M Sell
12,242
-1,284
-9% -$164K 1.34% 21
2015
Q1
$1.61M Buy
13,526
+536
+4% +$63.8K 1.4% 23
2014
Q4
$1.57M Buy
+12,990
New +$1.57M 1.19% 24