1IA
1834 Investment Advisors’s Gen Digital GEN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-730
| Closed | -$19K | – | 454 |
|
2021
Q4 | $19K | Hold |
730
| – | – | ﹤0.01% | 336 |
|
2021
Q3 | $18K | Sell |
730
-1,525
| -68% | -$37.6K | ﹤0.01% | 348 |
|
2021
Q2 | $61K | Sell |
2,255
-178,063
| -99% | -$4.82M | 0.01% | 263 |
|
2021
Q1 | $3.83M | Sell |
180,318
-5,967
| -3% | -$127K | 0.5% | 59 |
|
2020
Q4 | $3.87M | Buy |
186,285
+31,260
| +20% | +$650K | 0.52% | 58 |
|
2020
Q3 | $3.23M | Buy |
155,025
+154,495
| +29,150% | +$3.22M | 0.47% | 57 |
|
2020
Q2 | $11K | Hold |
530
| – | – | ﹤0.01% | 320 |
|
2020
Q1 | $10K | Hold |
530
| – | – | ﹤0.01% | 331 |
|
2019
Q4 | $14K | Hold |
530
| – | – | ﹤0.01% | 352 |
|
2019
Q3 | $13K | Hold |
530
| – | – | ﹤0.01% | 356 |
|
2019
Q2 | $12K | Hold |
530
| – | – | ﹤0.01% | 361 |
|
2019
Q1 | $12K | Hold |
530
| – | – | ﹤0.01% | 346 |
|
2018
Q4 | $10K | Hold |
530
| – | – | ﹤0.01% | 355 |
|
2018
Q3 | $11K | Hold |
530
| – | – | ﹤0.01% | 352 |
|
2018
Q2 | $11K | Hold |
530
| – | – | ﹤0.01% | 363 |
|
2018
Q1 | $14K | Hold |
530
| – | – | ﹤0.01% | 364 |
|
2017
Q4 | $15K | Buy |
+530
| New | +$15K | ﹤0.01% | 382 |
|