DWA
Dougherty Wealth Advisers’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-93
| Closed | -$11.9K | – | 118 |
|
|
2023
Q4 | $11.9K | Hold |
93
| – | – | 0.01% | 118 |
|
|
2023
Q3 | $10.3K | Hold |
93
| – | – | 0.01% | 115 |
|
|
2023
Q2 | $10.2K | Hold |
93
| – | – | 0.01% | 115 |
|
|
2023
Q1 | $8.89K | Hold |
93
| – | – | 0.01% | 121 |
|
|
2022
Q4 | $7.79K | Hold |
93
| – | – | 0.01% | 122 |
|
|
2022
Q3 | $6K | Hold |
93
| – | – | 0.01% | 120 |
|
|
2022
Q2 | $6K | Hold |
93
| – | – | 0.01% | 117 |
|
|
2022
Q1 | $9K | Hold |
93
| – | – | 0.01% | 120 |
|
|
2021
Q4 | $9K | Sell |
93
-232
| -71% | -$22.5K | 0.01% | 129 |
|
|
2021
Q3 | $33K | Sell |
325
-425
| -57% | -$43.2K | 0.05% | 112 |
|
|
2021
Q2 | $10K | Buy |
+750
| New | +$10K | 0.01% | 126 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$5K | – | 195 |
|
|
2019
Q2 | $5K | Buy |
+500
| New | +$5K | 0.01% | 215 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$5K | – | 212 |
|
|
2018
Q4 | $5K | Buy |
+500
| New | +$5K | 0.02% | 192 |
|