TCPWM
Traverso Chambers Private Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $256K | Hold |
2,005
| – | – | 0.06% | 110 |
|
|
2023
Q3 | $222K | Hold |
2,005
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $220K | Buy |
+2,005
| New | +$220K | 0.06% | 107 |
|
|
2021
Q4 | – | Sell |
-2,002
| Closed | -$206K | – | 111 |
|
|
2021
Q3 | $206K | Sell |
2,002
-14,031
| -88% | -$1.44M | 0.06% | 107 |
|
|
2021
Q2 | $216K | Buy |
16,033
+3
| +0% | +$40 | 0.07% | 106 |
|
|
2021
Q1 | $210K | Buy |
16,030
+2
| +0% | +$26 | 0.07% | 104 |
|
|
2020
Q4 | $173K | Buy |
16,028
+5
| +0% | +$54 | 0.06% | 105 |
|
|
2020
Q3 | $100K | Buy |
16,023
+603
| +4% | +$3.76K | 0.04% | 104 |
|
|
2020
Q2 | $105K | Buy |
15,420
+252
| +2% | +$1.72K | 0.04% | 98 |
|
|
2020
Q1 | $120K | Buy |
15,168
+51
| +0.3% | +$403 | 0.06% | 92 |
|
|
2019
Q4 | $169K | Sell |
15,117
-797
| -5% | -$8.91K | 0.07% | 102 |
|
|
2019
Q3 | $142K | Buy |
15,914
+1
| +0% | +$9 | 0.07% | 96 |
|
|
2019
Q2 | $169K | Buy |
15,913
+1
| +0% | +$11 | 0.08% | 94 |
|
|
2019
Q1 | $159K | Sell |
15,912
-4,079
| -20% | -$40.8K | 0.08% | 97 |
|
|
2018
Q4 | $151K | Buy |
+19,991
| New | +$151K | 0.08% | 94 |
|