KCFA
Key Client Fiduciary Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Sell |
2,389
-89
| -4% | -$22.9K | 0.25% | 88 |
|
|
2025
Q1 | $496K | Sell |
2,478
-29
| -1% | -$5.8K | 0.23% | 101 |
|
|
2024
Q4 | $418K | Buy |
2,507
+214
| +9% | +$35.7K | 0.18% | 114 |
|
|
2024
Q3 | $432K | Buy |
2,293
+13
| +0.6% | +$2.45K | 0.19% | 111 |
|
|
2024
Q2 | $362K | Buy |
2,280
+31
| +1% | +$4.93K | 0.18% | 123 |
|
|
2024
Q1 | $395K | Sell |
2,249
-521
| -19% | -$91.5K | 0.21% | 118 |
|
|
2023
Q4 | $354K | Sell |
2,770
-77
| -3% | -$9.83K | 0.21% | 120 |
|
|
2023
Q3 | $315K | Sell |
2,847
-25
| -0.9% | -$2.76K | 0.19% | 120 |
|
|
2023
Q2 | $316K | Buy |
2,872
+182
| +7% | +$20K | 0.18% | 122 |
|
|
2023
Q1 | $257K | Hold |
2,690
| – | – | 0.16% | 137 |
|
|
2022
Q4 | $225K | Buy |
+2,690
| New | +$225K | 0.15% | 136 |
|