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 |
|