Alera Investment Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.1M | Buy |
5,831
+419
| +8% | +$79K | 0.13% | 76 |
|
|
2024
Q2 | $860K | Sell |
5,412
-6,778
| -56% | -$1.08M | 0.1% | 85 |
|
|
2024
Q1 | $1.71M | Buy |
12,190
+2,181
| +22% | +$306K | 0.23% | 33 |
|
|
2023
Q4 | $1.02M | Buy |
+10,009
| New | +$1.02M | 0.13% | 54 |
|
|
2019
Q2 | – | Sell |
-1,044
| Closed | -$52K | – | 428 |
|
|
2019
Q1 | $52K | Sell |
1,044
-355
| -25% | -$17.7K | 0.03% | 163 |
|
|
2018
Q4 | $51K | Buy |
+1,399
| New | +$51K | 0.03% | 172 |
|