Straight Path Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,995
| Closed | -$261K | – | 81 |
|
|
2022
Q4 | $261K | Buy |
+4,995
| New | +$261K | 0.25% | 54 |
|
|
2022
Q3 | – | Sell |
-5,035
| Closed | -$200K | – | 74 |
|
|
2022
Q2 | $200K | Sell |
5,035
-1,124
| -18% | -$44.6K | 0.2% | 66 |
|
|
2022
Q1 | $351K | Sell |
6,159
-1,003
| -14% | -$57.2K | 0.3% | 44 |
|
|
2021
Q4 | $422K | Buy |
+7,162
| New | +$422K | 0.37% | 41 |
|