MSWA
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Marshall & Sterling Wealth Advisors’s GE Aerospace GE Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$91.7K Sell
357
-43
-11% -$11K 0.06% 115
2025
Q1 		$80K Buy
400
+115
+40% +$23K 0.05% 116
2024
Q4 		$47.4K Buy
+285
New +$47.4K 0.03% 131