Richard C. Young & Co’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,217
| Closed | -$178K | – | 77 |
|
|
2020
Q2 | $178K | Buy |
+5,217
| New | +$178K | 0.03% | 85 |
|
|
2017
Q4 | – | Sell |
-56,378
| Closed | -$6.53M | – | 64 |
|
|
2017
Q3 | $6.53M | Sell |
56,378
-4,145
| -7% | -$480K | 1.24% | 38 |
|
|
2017
Q2 | $7.83M | Sell |
60,523
-6,509
| -10% | -$843K | 1.53% | 28 |
|
|
2017
Q1 | $9.57M | Sell |
67,032
-420
| -0.6% | -$60K | 1.89% | 23 |
|
|
2016
Q4 | $10.2M | Sell |
67,452
-800
| -1% | -$121K | 2.15% | 16 |
|
|
2016
Q3 | $9.69M | Sell |
68,252
-1,255
| -2% | -$178K | 2.09% | 21 |
|
|
2016
Q2 | $10.5M | Sell |
69,507
-1,538
| -2% | -$232K | 2.32% | 16 |
|
|
2016
Q1 | $10.8M | Sell |
71,045
-2,018
| -3% | -$307K | 2.44% | 8 |
|
|
2015
Q4 | $10.9M | Sell |
73,063
-1,081
| -1% | -$161K | 2.48% | 8 |
|
|
2015
Q3 | $8.96M | Sell |
74,144
-2,276
| -3% | -$275K | 2.22% | 13 |
|
|
2015
Q2 | $9.73M | Sell |
76,420
-1,305
| -2% | -$166K | 2.19% | 11 |
|
|
2015
Q1 | $9.24M | Buy |
77,725
+1,135
| +1% | +$135K | 2.02% | 18 |
|
|
2014
Q4 | $9.28M | Buy |
76,590
+938
| +1% | +$114K | 1.96% | 17 |
|
|
2014
Q3 | $9.29M | Buy |
75,652
+1,036
| +1% | +$127K | 1.99% | 18 |
|
|
2014
Q2 | $9.4M | Buy |
74,616
+2,319
| +3% | +$292K | 1.9% | 19 |
|
|
2014
Q1 | $8.97M | Buy |
72,297
+29,264
| +68% | +$3.63M | 1.91% | 21 |
|
|
2013
Q4 | $5.78M | Buy |
43,033
+835
| +2% | +$112K | 1.25% | 38 |
|
|
2013
Q3 | $4.83M | Buy |
+42,198
| New | +$4.83M | 1.1% | 40 |
|