CWA
Continuum Wealth Advisors’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $721K | Sell |
2,800
-41
| -1% | -$10.6K | 0.35% | 26 |
|
2025
Q1 | $569K | Buy |
2,841
+424
| +18% | +$84.9K | 0.29% | 28 |
|
2024
Q4 | $403K | Sell |
2,417
-1,701
| -41% | -$284K | 0.2% | 33 |
|
2024
Q3 | $777K | Buy |
4,118
+650
| +19% | +$123K | 0.42% | 25 |
|
2024
Q2 | $551K | Buy |
+3,468
| New | +$551K | 0.29% | 29 |
|
2024
Q1 | – | Sell |
-1,624
| Closed | -$207K | – | 64 |
|
2023
Q4 | $207K | Buy |
+1,624
| New | +$207K | 0.13% | 51 |
|