CWS
Cypress Wealth Services’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $258K | Buy |
+1,002
| New | +$258K | 0.05% | 261 |
|
2018
Q4 | – | Sell |
-83,629
| Closed | -$944K | – | 228 |
|
2018
Q3 | $944K | Sell |
83,629
-1,835
| -2% | -$20.7K | 0.34% | 85 |
|
2018
Q2 | $1.16M | Sell |
85,464
-1,406
| -2% | -$19.1K | 0.44% | 67 |
|
2018
Q1 | $1.17M | Buy |
86,870
+126
| +0.1% | +$1.7K | 0.5% | 58 |
|
2017
Q4 | $1.51M | Buy |
+86,744
| New | +$1.51M | 0.63% | 47 |
|