Dopkins Wealth Management’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 | $493K | Sell |
1,917
-771
| -29% | -$198K | 0.22% | 52 |
|
2025
Q1 | $538K | Buy |
2,688
+128
| +5% | +$25.6K | 0.27% | 50 |
|
2024
Q4 | $427K | Buy |
2,560
+1,185
| +86% | +$198K | 0.22% | 58 |
|
2024
Q3 | $259K | Sell |
1,375
-666
| -33% | -$126K | 0.21% | 50 |
|
2024
Q2 | $324K | Sell |
2,041
-364
| -15% | -$57.9K | 0.2% | 57 |
|
2024
Q1 | $337K | Buy |
+2,405
| New | +$337K | 0.2% | 55 |
|
2023
Q4 | – | Sell |
-2,405
| Closed | -$212K | – | 49 |
|
2023
Q3 | $212K | Buy |
+2,405
| New | +$212K | 0.16% | 52 |
|