Elwood & Goetz Wealth Advisory Group’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 | $378K | Hold |
1,470
| – | – | 0.08% | 73 |
|
2025
Q1 | $294K | Hold |
1,470
| – | – | 0.07% | 76 |
|
2024
Q4 | $245K | Hold |
1,470
| – | – | 0.06% | 86 |
|
2024
Q3 | $277K | Sell |
1,470
-33
| -2% | -$6.22K | 0.07% | 78 |
|
2024
Q2 | $239K | Sell |
1,503
-230
| -13% | -$36.6K | 0.07% | 73 |
|
2024
Q1 | $243K | Buy |
+1,733
| New | +$243K | 0.06% | 78 |
|