Taylor Wealth Management Partners’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-188
| Closed | -$16K | – | 142 |
|
|
2017
Q4 | $16K | Sell |
188
-29,051
| -99% | -$2.47M | 0.01% | 115 |
|
|
2017
Q3 | $3.39M | Sell |
29,239
-3,575
| -11% | -$414K | 1.51% | 28 |
|
|
2017
Q2 | $4.25M | Sell |
32,814
-22,380
| -41% | -$2.9M | 1.92% | 22 |
|
|
2017
Q1 | $7.88M | Sell |
55,194
-3,117
| -5% | -$445K | 3.57% | 10 |
|
|
2016
Q4 | $8.83M | Sell |
58,311
-3,572
| -6% | -$541K | 4.09% | 7 |
|
|
2016
Q3 | $8.78M | Sell |
61,883
-4,719
| -7% | -$670K | 3.94% | 7 |
|
|
2016
Q2 | $10M | Buy |
66,602
+13,281
| +25% | +$2M | 4.03% | 5 |
|
|
2016
Q1 | $8.12M | Buy |
53,321
+52,914
| +13,001% | +$8.06M | 3.83% | 12 |
|
|
2015
Q4 | $61K | Hold |
407
| – | – | 0.03% | 77 |
|
|
2015
Q3 | $49K | Hold |
407
| – | – | 0.02% | 82 |
|
|
2015
Q2 | $52K | Buy |
407
+291
| +251% | +$37.2K | 0.02% | 94 |
|
|
2015
Q1 | $14K | Buy |
+116
| New | +$14K | ﹤0.01% | 125 |
|