Cassady Schiller Wealth Management’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$32.2K Buy
98
+15
+18% +$4.93K 0.01% 241
2024
Q3
$21.2K Sell
83
-21
-20% -$5.35K 0.01% 270
2024
Q2
$17.8K Buy
+104
New +$17.8K 0.01% 279