KWA
Kingswood Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
7,664
+513
| +7% | +$132K | 0.16% | 143 |
|
|
2025
Q1 | $1.43M | Sell |
7,151
-796
| -10% | -$160K | 0.13% | 179 |
|
|
2024
Q4 | $1.33M | Sell |
7,947
-24,028
| -75% | -$4.01M | 0.1% | 214 |
|
|
2024
Q3 | $6.03M | Sell |
31,975
-5,569
| -15% | -$1.05M | 0.43% | 45 |
|
|
2024
Q2 | $5.97M | Buy |
37,544
+2,817
| +8% | +$448K | 0.54% | 28 |
|
|
2024
Q1 | $6.1M | Sell |
34,727
-3,057
| -8% | -$537K | 0.7% | 20 |
|
|
2023
Q4 | $4.82M | Sell |
37,784
-8,825
| -19% | -$1.13M | 0.55% | 30 |
|
|
2023
Q3 | $5.15M | Buy |
46,609
+42,282
| +977% | +$4.67M | 0.88% | 17 |
|
|
2023
Q2 | $475K | Buy |
+4,327
| New | +$475K | 0.15% | 143 |
|