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Shepherd Kaplan Krochuk’s GE Aerospace GE Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,904
Closed -$320K – 231
2018
Q2 		$320K Buy
4,904
+1,106
+29% +$72.2K 0.2% 132
2018
Q1 		$245K Buy
+3,798
New +$245K 0.15% 161