Annex Advisory Services’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25,482
| Closed | -$535K | – | 116 |
|
|
2015
Q4 | $535K | Buy |
25,482
+3,015
| +13% | +$63.3K | 0.16% | 65 |
|
|
2015
Q3 | $437K | Buy |
22,467
+7,634
| +51% | +$148K | 0.14% | 69 |
|
|
2015
Q2 | $345K | Buy |
14,833
+4,972
| +50% | +$116K | 0.11% | 87 |
|
|
2015
Q1 | $230K | Buy |
+9,861
| New | +$230K | 0.07% | 105 |
|