BDO Wealth Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$298K Buy
3,399
+745
+28% +$65.3K 0.03% 220
2023
Q1
$202K Sell
2,654
-800
-23% -$61K 0.02% 250
2022
Q4
$180K Sell
3,454
-467
-12% -$24.4K 0.02% 270
2022
Q3
$151K Sell
3,921
-60
-2% -$2.31K 0.02% 279
2022
Q2
$158K Sell
3,981
-805
-17% -$31.9K 0.02% 276
2022
Q1
$273K Sell
4,786
-5,052
-51% -$288K 0.03% 229
2021
Q4
$579K Sell
9,838
-3,991
-29% -$235K 0.06% 172
2021
Q3
$888K Sell
13,829
-4,154
-23% -$267K 0.1% 140
2021
Q2
$1.21M Sell
17,983
-3,090
-15% -$207K 0.13% 119
2021
Q1
$1.38M Buy
21,073
+13,136
+166% +$860K 0.16% 105
2020
Q4
$427K Sell
7,937
-903
-10% -$48.6K 0.06% 158
2020
Q3
$274K Sell
8,840
-20
-0.2% -$620 0.04% 189
2020
Q2
$302K Sell
8,860
-189
-2% -$6.44K 0.05% 176
2020
Q1
$358K Buy
9,049
+5,493
+154% +$217K 0.07% 145
2019
Q4
$198K Sell
3,556
-464
-12% -$25.8K 0.05% 191
2019
Q3
$179K Hold
4,020
0.05% 203
2019
Q2
$210K Buy
4,020
+3,265
+432% +$171K 0.06% 186
2019
Q1
$38K Sell
755
-823
-52% -$41.4K 0.01% 310
2018
Q4
$57K Sell
1,578
-21,303
-93% -$770K 0.02% 251
2018
Q3
$1.24M Sell
22,881
-120
-0.5% -$6.49K 0.4% 53
2018
Q2
$1.5M Buy
23,001
+21,828
+1,861% +$1.42M 0.51% 38
2018
Q1
$76K Buy
1,173
+637
+119% +$41.3K 0.03% 204
2017
Q4
$45K Sell
536
-173
-24% -$14.5K 0.02% 223
2017
Q3
$82K Sell
709
-4,567
-87% -$528K 0.04% 148
2017
Q2
$683K Buy
+5,276
New +$683K 0.3% 61