SVWAG
Sound View Wealth Advisors Group’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
4,200
+184
| +5% | +$47.4K | 0.08% | 179 |
|
|
2025
Q1 | $804K | Buy |
4,016
+284
| +8% | +$56.8K | 0.07% | 208 |
|
|
2024
Q4 | $622K | Buy |
3,732
+11
| +0.3% | +$1.83K | 0.05% | 234 |
|
|
2024
Q3 | $702K | Buy |
3,721
+1,637
| +79% | +$309K | 0.06% | 223 |
|
|
2024
Q2 | $331K | Hold |
2,084
| – | – | 0.03% | 286 |
|
|
2024
Q1 | $366K | Sell |
2,084
-1,292
| -38% | -$227K | 0.04% | 276 |
|
|
2023
Q4 | $431K | Sell |
3,376
-125
| -4% | -$16K | 0.05% | 256 |
|
|
2023
Q3 | $387K | Buy |
3,501
+1,378
| +65% | +$152K | 0.05% | 251 |
|
|
2023
Q2 | $233K | Sell |
2,123
-1,437
| -40% | -$158K | 0.03% | 322 |
|
|
2023
Q1 | $340K | Buy |
3,560
+184
| +5% | +$17.6K | 0.05% | 269 |
|
|
2022
Q4 | $431K | Buy |
+3,376
| New | +$431K | 0.05% | 256 |
|
|
2021
Q4 | – | Sell |
-1,970
| Closed | -$203K | – | 293 |
|
|
2021
Q3 | $203K | Sell |
1,970
-15,820
| -89% | -$1.63M | 0.04% | 279 |
|
|
2021
Q2 | $239K | Sell |
17,790
-799
| -4% | -$10.7K | 0.05% | 257 |
|
|
2021
Q1 | $244K | Buy |
18,589
+1,592
| +9% | +$20.9K | 0.06% | 242 |
|
|
2020
Q4 | $184K | Sell |
16,997
-3,216
| -16% | -$34.8K | 0.05% | 250 |
|
|
2020
Q3 | $126K | Buy |
20,213
+1,963
| +11% | +$12.2K | 0.03% | 242 |
|
|
2020
Q2 | $125K | Sell |
18,250
-2,009
| -10% | -$13.8K | 0.04% | 238 |
|
|
2020
Q1 | $161K | Sell |
20,259
-368
| -2% | -$2.93K | 0.06% | 209 |
|
|
2019
Q4 | $230K | Sell |
20,627
-4,994
| -19% | -$55.7K | 0.06% | 227 |
|
|
2019
Q3 | $229K | Sell |
25,621
-7,013
| -21% | -$62.7K | 0.07% | 225 |
|
|
2019
Q2 | $343K | Buy |
+32,634
| New | +$343K | 0.1% | 172 |
|