WR Wealth Planners’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $39.9K | Buy |
239
+56
| +31% | +$9.34K | 0.01% | 342 |
|
2024
Q3 | $34.5K | Buy |
183
+7
| +4% | +$1.32K | 0.01% | 390 |
|
2024
Q2 | $28K | Sell |
176
-278
| -61% | -$44.2K | 0.01% | 400 |
|
2024
Q1 | $63.5K | Buy |
+454
| New | +$63.5K | 0.02% | 304 |
|
2023
Q4 | – | Sell |
-142
| Closed | -$12.5K | – | 445 |
|
2023
Q3 | $12.5K | Hold |
142
| – | – | ﹤0.01% | 505 |
|
2023
Q2 | $12.4K | Sell |
142
-188
| -57% | -$16.4K | ﹤0.01% | 511 |
|
2023
Q1 | $25.1K | Buy |
330
+169
| +105% | +$12.9K | 0.01% | 394 |
|
2022
Q4 | $8.42K | Sell |
161
-202
| -56% | -$10.6K | 0.01% | 283 |
|
2022
Q3 | $14K | Sell |
363
-48
| -12% | -$1.85K | 0.01% | 231 |
|
2022
Q2 | $16.3K | Hold |
411
| – | – | 0.01% | 244 |
|
2022
Q1 | $23.4K | Buy |
+411
| New | +$23.4K | 0.01% | 213 |
|