FirstPurpose Wealth’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$632K Hold
5,057
0.23% 79
2023
Q4
$515K Sell
5,057
-40
-0.8% -$4.08K 0.2% 86
2023
Q3
$450K Sell
5,097
-25
-0.5% -$2.21K 0.19% 89
2023
Q2
$449K Sell
5,122
-20
-0.4% -$1.75K 0.19% 93
2023
Q1
$392K Sell
5,142
-1,627
-24% -$124K 0.19% 95
2022
Q4
$353K Hold
6,769
0.2% 93
2022
Q3
$261K Sell
6,769
-1,500
-18% -$57.8K 0.17% 109
2022
Q2
$328K Buy
8,269
+1,590
+24% +$63.1K 0.22% 83
2022
Q1
$381K Buy
+6,679
New +$381K 0.3% 73