NFA
Northwest Financial Advisors’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Sell |
1,039
-1
| -0.1% | -$257 | 0.37% | 73 |
|
2025
Q1 | $208K | Buy |
+1,040
| New | +$208K | 0.17% | 114 |
|
2024
Q4 | – | Sell |
-1,040
| Closed | -$196K | – | 266 |
|
2024
Q3 | $196K | Buy |
+1,040
| New | +$196K | 0.16% | 102 |
|
2024
Q1 | – | Sell |
-1,038
| Closed | -$132K | – | 252 |
|
2023
Q4 | $132K | Buy |
+1,038
| New | +$132K | 0.11% | 115 |
|