Heritage Wealth Management (Arizona)’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $69K | Buy |
1,323
+732
| +124% | +$38.2K | 0.01% | 465 |
|
|
2022
Q3 | $23K | Buy |
591
+37
| +7% | +$1.44K | 0.01% | 507 |
|
|
2022
Q2 | $22K | Sell |
554
-1,544
| -74% | -$61.2K | 0.01% | 530 |
|
|
2022
Q1 | $120K | Buy |
+2,098
| New | +$120K | 0.03% | 345 |
|
|
2021
Q3 | $107K | Sell |
1,674
-24
| -1% | -$1.53K | 0.04% | 325 |
|
|
2021
Q2 | $114K | Sell |
1,698
-235
| -12% | -$15.8K | 0.04% | 316 |
|
|
2021
Q1 | $126K | Buy |
+1,933
| New | +$126K | 0.07% | 219 |
|