CWA
Core Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26
| Closed | -$4.56K | – | 118 |
|
|
2024
Q1 | $4.56K | Hold |
26
| – | – | ﹤0.01% | 228 |
|
|
2023
Q4 | $3.32K | Hold |
26
| – | – | ﹤0.01% | 229 |
|
|
2023
Q3 | $2.88K | Hold |
26
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $2.86K | Hold |
26
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $2.49K | Hold |
26
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $2.18K | Hold |
26
| – | – | ﹤0.01% | 235 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 204 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 198 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 179 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 195 |
|
|
2021
Q3 | $3K | Sell |
26
-90,142
| -100% | -$10.4M | ﹤0.01% | 171 |
|
|
2021
Q2 | $1.21M | Buy |
90,168
+89,953
| +41,839% | +$1.21M | 0.81% | 17 |
|
|
2021
Q1 | $3K | Hold |
215
| – | – | ﹤0.01% | 153 |
|
|
2020
Q4 | $2K | Hold |
215
| – | – | ﹤0.01% | 161 |
|
|
2020
Q3 | $1K | Hold |
215
| – | – | ﹤0.01% | 147 |
|
|
2020
Q2 | $1K | Hold |
215
| – | – | ﹤0.01% | 120 |
|
|
2020
Q1 | $2K | Hold |
215
| – | – | ﹤0.01% | 131 |
|
|
2019
Q4 | $2K | Buy |
+215
| New | +$2K | ﹤0.01% | 114 |
|