Spirit of America Management Corp’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 |
-4,900
| Closed | -$320K | – | 252 |
|
|
2018
Q2 | $320K | Hold |
4,900
| – | – | 0.04% | 211 |
|
|
2018
Q1 | $317K | Sell |
4,900
-1,878
| -28% | -$121K | 0.04% | 212 |
|
|
2017
Q4 | $567K | Hold |
6,778
| – | – | 0.06% | 181 |
|
|
2017
Q3 | $785K | Hold |
6,778
| – | – | 0.08% | 156 |
|
|
2017
Q2 | $877K | Sell |
6,778
-751
| -10% | -$97.2K | 0.09% | 140 |
|
|
2017
Q1 | $1.08M | Hold |
7,529
| – | – | 0.11% | 122 |
|
|
2016
Q4 | $1.14M | Hold |
7,529
| – | – | 0.13% | 118 |
|
|
2016
Q3 | $1.07M | Buy |
7,529
+668
| +10% | +$94.8K | 0.14% | 116 |
|
|
2016
Q2 | $1.04M | Hold |
6,861
| – | – | 0.15% | 109 |
|
|
2016
Q1 | $1.05M | Hold |
6,861
| – | – | 0.19% | 106 |
|
|
2015
Q4 | $1.02M | Hold |
6,861
| – | – | 0.2% | 101 |
|
|
2015
Q3 | $829K | Hold |
6,861
| – | – | 0.17% | 118 |
|
|
2015
Q2 | $874K | Hold |
6,861
| – | – | 0.17% | 126 |
|
|
2015
Q1 | $816K | Sell |
6,861
-2,087
| -23% | -$248K | 0.17% | 134 |
|
|
2014
Q4 | $1.08M | Hold |
8,948
| – | – | 0.28% | 98 |
|
|
2014
Q3 | $1.1M | Hold |
8,948
| – | – | 0.33% | 85 |
|
|
2014
Q2 | $1.13M | Sell |
8,948
-1,565
| -15% | -$197K | 0.45% | 71 |
|
|
2014
Q1 | $1.3M | Buy |
+10,513
| New | +$1.3M | 0.54% | 53 |
|
|
2013
Q4 | – | Sell |
-10,513
| Closed | -$1.2M | – | 120 |
|
|
2013
Q3 | $1.2M | Hold |
10,513
| – | – | 0.44% | 63 |
|
|
2013
Q2 | $1.17M | Buy |
+10,513
| New | +$1.17M | 0.42% | 69 |
|