IWA
IBEX Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.36M | Buy |
+24,692
| New | +$6.36M | 0.68% | 52 |
|
|
2025
Q1 | – | Sell |
-5,079
| Closed | -$847K | – | 155 |
|
|
2024
Q4 | $847K | Buy |
+5,079
| New | +$847K | 0.1% | 121 |
|
|
2024
Q3 | – | Sell |
-25,409
| Closed | -$4.04M | – | 143 |
|
|
2024
Q2 | $4.04M | Buy |
25,409
+3,282
| +15% | +$522K | 0.63% | 49 |
|
|
2024
Q1 | $1.85M | Buy |
22,127
+22,102
| +88,408% | +$1.85M | 0.5% | 60 |
|
|
2023
Q4 | $3.17K | Sell |
25
-21,117
| -100% | -$2.68M | 0.69% | 53 |
|
|
2023
Q3 | $2.34M | Buy |
+21,142
| New | +$2.34M | 0.59% | 52 |
|
|
2023
Q1 | $2.03M | Sell |
21,271
-856
| -4% | -$81.8K | 0.53% | 56 |
|
|
2022
Q4 | $1.85M | Buy |
+22,127
| New | +$1.85M | 0.42% | 73 |
|
|
2021
Q4 | – | Sell |
-1,669
| Closed | -$172K | – | 278 |
|
|
2021
Q3 | $172K | Sell |
1,669
-11,947
| -88% | -$1.23M | 0.03% | 189 |
|
|
2021
Q2 | $183K | Buy |
+13,616
| New | +$183K | 0.04% | 178 |
|
|
2019
Q3 | – | Sell |
-3,406
| Closed | -$35K | – | 173 |
|
|
2019
Q2 | $35K | Buy |
+3,406
| New | +$35K | 0.01% | 244 |
|
|
2018
Q1 | – | Sell |
-16,144
| Closed | -$295K | – | 98 |
|
|
2017
Q4 | $295K | Sell |
16,144
-383
| -2% | -$7K | 0.13% | 82 |
|
|
2017
Q3 | $387K | Sell |
16,527
-274
| -2% | -$6.42K | 0.14% | 104 |
|
|
2017
Q2 | $437K | Sell |
16,801
-6,215
| -27% | -$162K | 0.17% | 99 |
|
|
2017
Q1 | $690K | Sell |
23,016
-108,410
| -82% | -$3.25M | 0.43% | 59 |
|
|
2016
Q4 | $4.01M | Buy |
131,426
+19,340
| +17% | +$590K | 1.92% | 11 |
|
|
2016
Q3 | $3.32M | Buy |
+112,086
| New | +$3.32M | 1.82% | 15 |
|