Curated Wealth Partners’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $463K | Buy |
1,797
+9
| +0.5% | +$2.32K | 0.05% | 100 |
|
2025
Q1 | $358K | Buy |
+1,788
| New | +$358K | 0.05% | 114 |
|
2023
Q3 | – | Sell |
-4,488
| Closed | -$393K | – | 139 |
|
2023
Q2 | $393K | Hold |
4,488
| – | – | 0.08% | 82 |
|
2023
Q1 | $342K | Sell |
4,488
-1,261
| -22% | -$96.2K | 0.08% | 89 |
|
2022
Q4 | $300K | Buy |
5,749
+117
| +2% | +$6.11K | 0.07% | 93 |
|
2022
Q3 | $216K | Sell |
5,632
-13
| -0.2% | -$499 | 0.06% | 116 |
|
2022
Q2 | $224K | Sell |
5,645
-162
| -3% | -$6.43K | 0.07% | 115 |
|
2022
Q1 | $343K | Hold |
5,807
| – | – | 0.12% | 96 |
|
2021
Q4 | $343K | Sell |
5,807
-2
| -0% | -$118 | 0.11% | 99 |
|
2021
Q3 | $373K | Sell |
5,809
-5
| -0.1% | -$321 | 0.21% | 94 |
|
2021
Q2 | $390K | Hold |
5,814
| – | – | 0.21% | 91 |
|
2021
Q1 | $380K | Buy |
5,814
+177
| +3% | +$11.6K | 0.23% | 89 |
|
2020
Q4 | $304K | Buy |
+5,637
| New | +$304K | 0.2% | 103 |
|