BHWA
Beacon Harbor Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
1,692
+5
| +0.3% | +$1.29K | 0.11% | 59 |
|
|
2025
Q1 | $338K | Hold |
1,687
| – | – | 0.08% | 60 |
|
|
2024
Q4 | $281K | Hold |
1,687
| – | – | 0.07% | 64 |
|
|
2024
Q3 | $318K | Hold |
1,687
| – | – | 0.08% | 58 |
|
|
2024
Q2 | $268K | Hold |
1,687
| – | – | 0.07% | 61 |
|
|
2024
Q1 | $296K | Hold |
1,687
| – | – | 0.08% | 62 |
|
|
2023
Q4 | $215K | Buy |
+1,687
| New | +$215K | 0.06% | 71 |
|
|
2023
Q2 | – | Sell |
-3,405
| Closed | -$326K | – | 77 |
|
|
2023
Q1 | $326K | Sell |
3,405
-1,250
| -27% | -$120K | 0.11% | 56 |
|
|
2022
Q4 | $390K | Buy |
+4,655
| New | +$390K | 0.13% | 61 |
|
|
2022
Q2 | $355K | Hold |
5,580
| – | – | 0.13% | 64 |
|
|
2022
Q1 | $511K | Sell |
5,580
-70
| -1% | -$6.41K | 0.17% | 57 |
|
|
2021
Q4 | $534K | Sell |
5,650
-1,250
| -18% | -$118K | 0.18% | 56 |
|
|
2021
Q3 | $711K | Sell |
6,900
-48,950
| -88% | -$5.04M | 0.25% | 50 |
|
|
2021
Q2 | $752K | Sell |
55,850
-955
| -2% | -$12.9K | 0.27% | 51 |
|
|
2021
Q1 | $746K | Sell |
56,805
-6,195
| -10% | -$81.4K | 0.3% | 49 |
|
|
2020
Q4 | $680K | Buy |
+63,000
| New | +$680K | 0.28% | 48 |
|