Cassady Schiller Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $67.4K | Buy |
404
+64
| +19% | +$10.7K | 0.02% | 182 |
|
|
2024
Q3 | $64.1K | Sell |
340
-86
| -20% | -$16.2K | 0.02% | 185 |
|
|
2024
Q2 | $67.7K | Sell |
426
-623
| -59% | -$99K | 0.03% | 176 |
|
|
2024
Q1 | $147K | Sell |
1,049
-64
| -6% | -$8.96K | 0.07% | 134 |
|
|
2023
Q4 | $113K | Hold |
1,113
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $98.2K | Hold |
1,113
| – | – | 0.05% | 148 |
|
|
2023
Q2 | $97.5K | Sell |
1,113
-698
| -39% | -$61.2K | 0.05% | 148 |
|
|
2023
Q1 | $138K | Buy |
1,811
+466
| +35% | +$35.5K | 0.07% | 124 |
|
|
2022
Q4 | $70.2K | Buy |
+1,345
| New | +$70.2K | 0.04% | 163 |
|
|
2022
Q1 | – | Sell |
-2,433
| Closed | -$143K | – | 294 |
|
|
2021
Q4 | $143K | Buy |
+2,433
| New | +$143K | 0.09% | 118 |
|