Golden State Wealth Management’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 | $526K | Buy |
2,044
+149
| +8% | +$38.4K | 0.06% | 221 |
|
2025
Q1 | $379K | Buy |
1,895
+388
| +26% | +$77.7K | 0.06% | 253 |
|
2024
Q4 | $251K | Buy |
+1,507
| New | +$251K | 0.04% | 289 |
|
2022
Q1 | – | Sell |
-3,916
| Closed | -$231K | – | 326 |
|
2021
Q4 | $231K | Buy |
+3,916
| New | +$231K | 0.04% | 337 |
|
2021
Q3 | – | Sell |
-2,409
| Closed | -$162K | – | 311 |
|
2021
Q2 | $162K | Buy |
2,409
+131
| +6% | +$8.81K | 0.04% | 293 |
|
2021
Q1 | $149K | Sell |
2,278
-530
| -19% | -$34.7K | 0.05% | 198 |
|
2020
Q4 | $151K | Buy |
2,808
+517
| +23% | +$27.8K | 0.04% | 235 |
|
2020
Q3 | $71K | Sell |
2,291
-178
| -7% | -$5.52K | 0.02% | 298 |
|
2020
Q2 | $84K | Buy |
2,469
+318
| +15% | +$10.8K | 0.03% | 183 |
|
2020
Q1 | $85K | Buy |
+2,151
| New | +$85K | 0.04% | 276 |
|
2019
Q4 | – | Sell |
-3,238
| Closed | -$144K | – | 381 |
|
2019
Q3 | $144K | Buy |
3,238
+381
| +13% | +$16.9K | 0.05% | 252 |
|
2019
Q2 | $149K | Buy |
2,857
+582
| +26% | +$30.4K | 0.05% | 270 |
|
2019
Q1 | $113K | Buy |
+2,275
| New | +$113K | 0.04% | 306 |
|