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 |
|