WFG Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.55M | Buy |
19,733
+2,738
| +16% | +$354K | 0.58% | 35 |
|
|
2017
Q1 | $2.43M | Sell |
16,995
-1,645
| -9% | -$235K | 0.65% | 34 |
|
|
2016
Q4 | $2.82M | Buy |
18,640
+233
| +1% | +$35.3K | 0.69% | 25 |
|
|
2016
Q3 | $2.61M | Buy |
18,407
+376
| +2% | +$53.4K | 0.65% | 27 |
|
|
2016
Q2 | $2.72M | Sell |
18,031
-349
| -2% | -$52.6K | 0.73% | 23 |
|
|
2016
Q1 | $2.8M | Sell |
18,380
-107
| -0.6% | -$16.3K | 0.81% | 20 |
|
|
2015
Q4 | $2.76M | Buy |
18,487
+2,320
| +14% | +$346K | 0.83% | 20 |
|
|
2015
Q3 | $1.95M | Sell |
16,167
-1,613
| -9% | -$195K | 0.61% | 32 |
|
|
2015
Q2 | $2.26M | Buy |
17,780
+409
| +2% | +$52.1K | 0.62% | 29 |
|
|
2015
Q1 | $2.07M | Sell |
17,371
-5,161
| -23% | -$614K | 0.58% | 29 |
|
|
2014
Q4 | $2.73M | Buy |
22,532
+116
| +0.5% | +$14.1K | 0.55% | 25 |
|
|
2014
Q3 | $2.75M | Buy |
22,416
+943
| +4% | +$116K | 0.52% | 28 |
|
|
2014
Q2 | $2.7M | Buy |
21,473
+19
| +0.1% | +$2.39K | 0.5% | 30 |
|
|
2014
Q1 | $2.62M | Sell |
21,454
-622
| -3% | -$76K | 0.53% | 26 |
|
|
2013
Q4 | $2.97M | Sell |
22,076
-1,047
| -5% | -$141K | 0.42% | 45 |
|
|
2013
Q3 | $2.65M | Sell |
23,123
-94
| -0.4% | -$10.8K | 0.41% | 50 |
|
|
2013
Q2 | $2.58M | Buy |
+23,217
| New | +$2.58M | 0.43% | 46 |
|