SFA
Source Financial Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $268K | Sell |
1,420
-8
| -0.6% | -$1.51K | 0.08% | 101 |
|
|
2024
Q2 | $227K | Buy |
1,428
+39
| +3% | +$6.2K | 0.07% | 106 |
|
|
2024
Q1 | $244K | Buy |
+1,389
| New | +$244K | 0.07% | 106 |
|
|
2022
Q2 | – | Sell |
-7,878
| Closed | -$721K | – | 114 |
|
|
2022
Q1 | $721K | Buy |
7,878
+3,331
| +73% | +$305K | 0.21% | 66 |
|
|
2021
Q4 | $430K | Sell |
4,547
-355
| -7% | -$33.6K | 0.12% | 85 |
|
|
2021
Q3 | $505K | Buy |
+4,902
| New | +$505K | 0.13% | 69 |
|
|
2021
Q2 | – | Sell |
-39,140
| Closed | -$514K | – | 111 |
|
|
2021
Q1 | $514K | Buy |
+39,140
| New | +$514K | 0.14% | 72 |
|