Wheatland Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$94K Sell
2,754
-481
-15% -$16.4K 0.39% 47
2020
Q1
$128K Sell
3,235
-7,567
-70% -$299K 0.65% 35
2019
Q4
$601K Sell
10,802
-4,777
-31% -$266K 0.77% 47
2019
Q3
$694K Sell
15,579
-4,063
-21% -$181K 0.63% 54
2019
Q2
$1.03M Sell
19,642
-301
-2% -$15.8K 0.78% 46
2019
Q1
$993K Sell
19,943
-1,090
-5% -$54.3K 0.76% 43
2018
Q4
$763K Sell
21,033
-6,256
-23% -$227K 0.67% 47
2018
Q3
$1.48M Buy
27,289
+209
+0.8% +$11.3K 1.11% 30
2018
Q2
$1.77M Buy
27,080
+43
+0.2% +$2.8K 1.43% 22
2018
Q1
$1.75M Buy
27,037
+168
+0.6% +$10.9K 1.44% 23
2017
Q4
$2.25M Buy
26,869
+2,295
+9% +$192K 1.82% 18
2017
Q3
$2.85M Buy
24,574
+4,706
+24% +$545K 2.44% 9
2017
Q2
$2.57M Sell
19,868
-813
-4% -$105K 2.32% 10
2017
Q1
$2.95M Sell
20,681
-644
-3% -$92K 2.64% 9
2016
Q4
$3.23M Sell
21,325
-43
-0.2% -$6.51K 2.87% 6
2016
Q3
$3.03M Buy
21,368
+1
+0% +$142 2.85% 6
2016
Q2
$3.22M Sell
21,367
-228
-1% -$34.4K 3.1% 5
2016
Q1
$3.29M Sell
21,595
-354
-2% -$53.9K 3.36% 2
2015
Q4
$3.28M Sell
21,949
-208
-0.9% -$31.1K 3.35% 3
2015
Q3
$2.68M Sell
22,157
-193
-0.9% -$23.3K 2.91% 6
2015
Q2
$2.85M Sell
22,350
-41
-0.2% -$5.22K 2.73% 7
2015
Q1
$2.66M Buy
22,391
+1
+0% +$119 2.65% 9
2014
Q4
$2.71M Buy
22,390
+3,346
+18% +$405K 2.64% 8
2014
Q3
$2.34M Buy
19,044
+36
+0.2% +$4.42K 2.34% 11
2014
Q2
$1.16M Sell
19,008
-82
-0.4% -$5K 1.05% 38
2014
Q1
$2.37M Sell
19,090
-209
-1% -$25.9K 2.42% 12
2013
Q4
$2.59M Buy
+19,299
New +$2.59M 2.72% 9