OWA
Opal Wealth Advisors’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $312K | Sell |
1,212
-433
| -26% | -$111K | 0.09% | 130 |
|
2025
Q1 | $329K | Buy |
1,645
+385
| +31% | +$77.1K | 0.1% | 110 |
|
2024
Q4 | $210K | Buy |
1,260
+63
| +5% | +$10.5K | 0.06% | 183 |
|
2024
Q3 | $226K | Buy |
1,197
+120
| +11% | +$22.6K | 0.07% | 167 |
|
2024
Q2 | $171K | Buy |
+1,077
| New | +$171K | 0.06% | 200 |
|
2021
Q3 | – | Sell |
-13,664
| Closed | -$184K | – | 87 |
|
2021
Q2 | $184K | Buy |
+13,664
| New | +$184K | 0.17% | 82 |
|