Vantage Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-2,462
| Closed | -$368K | – | 25 |
|
2015
Q4 | $368K | Hold |
2,462
| – | – | 0.21% | 26 |
|
2015
Q3 | $298K | Sell |
2,462
-53,835
| -96% | -$6.52M | 0.18% | 26 |
|
2015
Q2 | $7.17M | Buy |
56,297
+323
| +0.6% | +$41.1K | 4.16% | 7 |
|
2015
Q1 | $6.66M | Buy |
55,974
+2,906
| +5% | +$346K | 3.86% | 12 |
|
2014
Q4 | $6.43M | Buy |
53,068
+1,977
| +4% | +$239K | 3.76% | 13 |
|
2014
Q3 | $6.27M | Buy |
51,091
+855
| +2% | +$105K | 4.02% | 10 |
|
2014
Q2 | $6.02M | Buy |
50,236
+1,106
| +2% | +$133K | 4% | 11 |
|
2014
Q1 | $6.1M | Buy |
49,130
+1,774
| +4% | +$220K | 3.89% | 13 |
|
2013
Q4 | $6.36M | Buy |
+47,356
| New | +$6.36M | 4.11% | 6 |
|
2013
Q3 | – | Sell |
-7,345
| Closed | -$816K | – | 25 |
|
2013
Q2 | $816K | Buy |
+7,345
| New | +$816K | 0.65% | 26 |
|