Summit Financial Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,207
| Closed | -$624K | – | 138 |
|
|
2018
Q4 | $624K | Sell |
17,207
-35,437
| -67% | -$1.29M | 0.2% | 71 |
|
|
2018
Q3 | $3.07M | Buy |
52,644
+49,674
| +1,673% | +$2.89M | 0.92% | 36 |
|
|
2018
Q2 | $192K | Sell |
2,970
-440
| -13% | -$28.4K | 0.06% | 131 |
|
|
2018
Q1 | $220K | Buy |
3,410
+238
| +8% | +$15.4K | 0.07% | 129 |
|
|
2017
Q4 | $265K | Sell |
3,172
-262
| -8% | -$21.9K | 0.09% | 111 |
|
|
2017
Q3 | $398K | Sell |
3,434
-9,786
| -74% | -$1.13M | 0.14% | 94 |
|
|
2017
Q2 | $1.71M | Sell |
13,220
-6,096
| -32% | -$789K | 0.68% | 45 |
|
|
2017
Q1 | $2.76M | Buy |
19,316
+1,723
| +10% | +$246K | 1.2% | 27 |
|
|
2016
Q4 | $2.66M | Sell |
17,593
-2,898
| -14% | -$439K | 1.17% | 29 |
|
|
2016
Q3 | $2.91M | Sell |
20,491
-1,187
| -5% | -$169K | 1.26% | 28 |
|
|
2016
Q2 | $3.27M | Sell |
21,678
-166
| -0.8% | -$25K | 1.37% | 25 |
|
|
2016
Q1 | $3.33M | Buy |
21,844
+948
| +5% | +$144K | 1.46% | 22 |
|
|
2015
Q4 | $3.12M | Buy |
20,896
+4,185
| +25% | +$625K | 1.43% | 24 |
|
|
2015
Q3 | $2.02M | Buy |
16,711
+13,166
| +371% | +$1.59M | 1.31% | 26 |
|
|
2015
Q2 | $451K | Buy |
3,545
+167
| +5% | +$21.2K | 0.28% | 59 |
|
|
2015
Q1 | $441K | Buy |
3,378
+1,273
| +60% | +$166K | 0.3% | 49 |
|
|
2014
Q4 | $255K | Buy |
+2,105
| New | +$255K | 0.18% | 60 |
|