Windsor Financial Group’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 | $4.58M | Buy |
35,343
+2,697
| +8% | +$349K | 2.14% | 24 |
|
|
2017
Q1 | $4.66M | Buy |
32,646
+27,183
| +498% | +$3.88M | 2.14% | 21 |
|
|
2016
Q4 | $827K | Hold |
5,463
| – | – | 0.39% | 48 |
|
|
2016
Q3 | $775K | Hold |
5,463
| – | – | 0.36% | 49 |
|
|
2016
Q2 | $824K | Hold |
5,463
| – | – | 0.38% | 50 |
|
|
2016
Q1 | $832K | Sell |
5,463
-52
| -0.9% | -$7.92K | 0.38% | 52 |
|
|
2015
Q4 | $823K | Hold |
5,515
| – | – | 0.4% | 51 |
|
|
2015
Q3 | $667K | Sell |
5,515
-88
| -2% | -$10.6K | 0.32% | 50 |
|
|
2015
Q2 | $714K | Sell |
5,603
-2,077
| -27% | -$265K | 0.31% | 56 |
|
|
2015
Q1 | $913K | Buy |
+7,680
| New | +$913K | 0.41% | 57 |
|