SWM
Selective Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,109
| Closed | -$395K | – | 108 |
|
|
2024
Q3 | $395K | Hold |
2,109
| – | – | 0.16% | 66 |
|
|
2024
Q2 | $344K | Buy |
2,109
+50
| +2% | +$8.16K | 0.15% | 73 |
|
|
2024
Q1 | $322K | Sell |
2,059
-50
| -2% | -$7.83K | 0.14% | 76 |
|
|
2023
Q4 | $263K | Sell |
2,109
-137
| -6% | -$17.1K | 0.13% | 75 |
|
|
2023
Q3 | $244K | Sell |
2,246
-6
| -0.3% | -$653 | 0.13% | 71 |
|
|
2023
Q2 | $249K | Buy |
+2,252
| New | +$249K | 0.12% | 96 |
|
|
2022
Q4 | – | Sell |
-2,376
| Closed | -$147K | – | 345 |
|
|
2022
Q3 | $147K | Buy |
2,376
+87
| +4% | +$5.38K | 0.06% | 163 |
|
|
2022
Q2 | $146K | Buy |
2,289
+218
| +11% | +$13.9K | 0.05% | 179 |
|
|
2022
Q1 | $189K | Buy |
2,071
+137
| +7% | +$12.5K | 0.07% | 141 |
|
|
2021
Q4 | $183K | Hold |
1,934
| – | – | 0.07% | 131 |
|
|
2021
Q3 | $199K | Sell |
1,934
-32,663
| -94% | -$3.36M | 0.11% | 107 |
|
|
2021
Q2 | $466K | Sell |
34,597
-6,725
| -16% | -$90.6K | 0.37% | 34 |
|
|
2021
Q1 | $543K | Buy |
41,322
+3,929
| +11% | +$51.6K | 0.49% | 28 |
|
|
2020
Q4 | $404K | Sell |
37,393
-39,055
| -51% | -$422K | 0.26% | 33 |
|
|
2020
Q3 | $476K | Sell |
76,448
-3,301
| -4% | -$20.6K | 0.37% | 30 |
|
|
2020
Q2 | $545K | Buy |
79,749
+42,700
| +115% | +$292K | 0.45% | 29 |
|
|
2020
Q1 | $294K | Hold |
37,049
| – | – | 0.46% | 14 |
|
|
2019
Q4 | $413K | Hold |
37,049
| – | – | 0.5% | 16 |
|
|
2019
Q3 | $331K | Sell |
37,049
-404
| -1% | -$3.61K | 0.46% | 18 |
|
|
2019
Q2 | $393K | Buy |
37,453
+404
| +1% | +$4.24K | 0.64% | 20 |
|
|
2019
Q1 | $370K | Buy |
+37,049
| New | +$370K | 0.45% | 18 |
|
|
2018
Q3 | $422K | Buy |
+37,353
| New | +$422K | 5.05% | 5 |
|