WealthShield 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 | $558K | Buy |
2,169
+131
| +6% | +$33.7K | 0.07% | 224 |
|
|
2025
Q1 | $409K | Buy |
2,038
+272
| +15% | +$54.5K | 0.05% | 237 |
|
|
2024
Q4 | $295K | Sell |
1,766
-131
| -7% | -$21.9K | 0.04% | 247 |
|
|
2024
Q3 | $358K | Buy |
1,897
+20
| +1% | +$3.78K | 0.05% | 231 |
|
|
2024
Q2 | $298K | Sell |
1,877
-477
| -20% | -$75.8K | 0.05% | 241 |
|
|
2024
Q1 | $330K | Sell |
2,354
-42
| -2% | -$5.88K | 0.05% | 226 |
|
|
2023
Q4 | $244K | Sell |
2,396
-15
| -0.6% | -$1.53K | 0.04% | 257 |
|
|
2023
Q3 | $213K | Sell |
2,411
-96
| -4% | -$8.47K | 0.03% | 285 |
|
|
2023
Q2 | $220K | Buy |
+2,507
| New | +$220K | 0.03% | 282 |
|
|
2022
Q1 | – | Sell |
-4,199
| Closed | -$247K | – | 349 |
|
|
2021
Q4 | $247K | Buy |
+4,199
| New | +$247K | 0.04% | 256 |
|
|
2021
Q3 | – | Sell |
-1,738
| Closed | -$117K | – | 431 |
|
|
2021
Q2 | $117K | Sell |
1,738
-1,439
| -45% | -$96.9K | 0.02% | 333 |
|
|
2021
Q1 | $208K | Sell |
3,177
-568
| -15% | -$37.2K | 0.04% | 251 |
|
|
2020
Q4 | $202K | Sell |
3,745
-4,541
| -55% | -$245K | 0.04% | 291 |
|
|
2020
Q3 | $257K | Buy |
8,286
+571
| +7% | +$17.7K | 0.09% | 211 |
|
|
2020
Q2 | $263K | Sell |
7,715
-100
| -1% | -$3.41K | 0.12% | 164 |
|
|
2020
Q1 | $309K | Buy |
7,815
+420
| +6% | +$16.6K | 0.19% | 114 |
|
|
2019
Q4 | $411K | Hold |
7,395
| – | – | 0.2% | 111 |
|
|
2019
Q3 | $330K | Buy |
7,395
+166
| +2% | +$7.41K | 0.17% | 127 |
|
|
2019
Q2 | $378K | Sell |
7,229
-598
| -8% | -$31.3K | 0.22% | 103 |
|
|
2019
Q1 | $390K | Buy |
7,827
+89
| +1% | +$4.44K | 0.22% | 86 |
|
|
2018
Q4 | $281K | Buy |
7,738
+908
| +13% | +$33K | 0.19% | 95 |
|
|
2018
Q3 | $373K | Buy |
6,830
+2,108
| +45% | +$115K | 0.21% | 77 |
|
|
2018
Q2 | $309K | Buy |
+4,722
| New | +$309K | 0.19% | 82 |
|