Wharton Business Group’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 |
-2,248
| Closed | -$188K | – | 104 |
|
|
2017
Q4 | $188K | Sell |
2,248
-927
| -29% | -$77.5K | 0.02% | 105 |
|
|
2017
Q3 | $368K | Sell |
3,175
-115
| -3% | -$13.3K | 0.04% | 83 |
|
|
2017
Q2 | $426K | Buy |
3,290
+198
| +6% | +$25.6K | 0.05% | 86 |
|
|
2017
Q1 | $442K | Hold |
3,092
| – | – | 0.05% | 87 |
|
|
2016
Q4 | $468K | Hold |
3,092
| – | – | 0.06% | 83 |
|
|
2016
Q3 | $439K | Hold |
3,092
| – | – | 0.05% | 93 |
|
|
2016
Q2 | $467K | Sell |
3,092
-209
| -6% | -$31.6K | 0.06% | 98 |
|
|
2016
Q1 | $503K | Sell |
3,301
-3,771
| -53% | -$575K | 0.06% | 97 |
|
|
2015
Q4 | $1.11M | Buy |
7,072
+3,607
| +104% | +$565K | 0.11% | 82 |
|
|
2015
Q3 | $419K | Hold |
3,465
| – | – | 0.04% | 102 |
|
|
2015
Q2 | $441 | Buy |
3,465
+76
| +2% | +$10 | 0.03% | 106 |
|
|
2015
Q1 | $403K | Hold |
3,389
| – | – | 0.03% | 114 |
|
|
2014
Q4 | $410K | Sell |
3,389
-17
| -0.5% | -$2.06K | 0.03% | 113 |
|
|
2014
Q3 | $418K | Hold |
3,406
| – | – | 0.04% | 124 |
|
|
2014
Q2 | $429K | Sell |
3,406
-15,211
| -82% | -$1.92M | 0.05% | 118 |
|
|
2014
Q1 | $2.31M | Buy |
18,617
+25
| +0.1% | +$3.1K | 0.19% | 87 |
|
|
2013
Q4 | $2.5M | Sell |
18,592
-11,031
| -37% | -$1.48M | 0.21% | 78 |
|
|
2013
Q3 | $3.39M | Buy |
29,623
+6,403
| +28% | +$733K | 0.29% | 63 |
|
|
2013
Q2 | $2.58M | Buy |
+23,220
| New | +$2.58M | 0.23% | 75 |
|