Financial Synergies Wealth Advisors’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-244
| Closed | -$34.2K | – | 213 |
|
|
2024
Q1 | $34.2K | Hold |
244
| – | – | ﹤0.01% | 153 |
|
|
2023
Q4 | $16.3K | Hold |
244
| – | – | ﹤0.01% | 150 |
|
|
2023
Q3 | $21.6K | Hold |
244
| – | – | ﹤0.01% | 166 |
|
|
2023
Q2 | $21.4K | Hold |
244
| – | – | ﹤0.01% | 159 |
|
|
2023
Q1 | $18.6K | Sell |
244
-69
| -22% | -$5.27K | ﹤0.01% | 186 |
|
|
2022
Q4 | $16.3K | Hold |
313
| – | – | ﹤0.01% | 150 |
|
|
2022
Q3 | $12.1K | Hold |
313
| – | – | ﹤0.01% | 147 |
|
|
2022
Q2 | $12.4K | Buy |
+313
| New | +$12.4K | ﹤0.01% | 154 |
|
|
2022
Q1 | – | Sell |
-4,932
| Closed | -$290K | – | 65 |
|
|
2021
Q4 | $290K | Hold |
4,932
| – | – | 0.04% | 59 |
|
|
2021
Q3 | $317K | Buy |
+4,932
| New | +$317K | 0.04% | 55 |
|