Strategic Wealth Partners’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
+1,446
New +$372K 0.03% 249
2024
Q4
$298K Buy
1,428
+96
+7% +$20K 0.02% 262
2024
Q3
$251K Buy
+1,332
New +$251K 0.02% 272
2024
Q2
Sell
-1,446
Closed -$203K 297
2024
Q1
$203K Buy
+1,446
New +$203K 0.02% 271
2019
Q4
Sell
-1,981
Closed -$531 267
2019
Q3
$531 Buy
1,981
+1,054
+114% +$283 ﹤0.01% 222
2019
Q2
$48K Sell
927
-336
-27% -$17.4K 0.02% 235
2019
Q1
$63K Sell
1,263
-220
-15% -$11K 0.03% 213
2018
Q4
$64K Sell
1,483
-774
-34% -$33.4K 0.03% 209
2018
Q3
$122K Sell
2,257
-618
-21% -$33.4K 0.07% 162
2018
Q2
$188K Sell
2,875
-9,339
-76% -$611K 0.11% 138
2018
Q1
$789K Sell
12,214
-1,449
-11% -$93.6K 0.41% 88
2017
Q4
$1.31M Buy
+13,663
New +$1.31M 0.73% 38