Atwood & Palmer’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-395,790
Closed -$8.48M 383
2022
Q4
$8.48M Buy
395,790
+8,075
+2% +$173K 0.77% 50
2022
Q3
$7.81M Buy
387,715
+7,945
+2% +$160K 0.77% 50
2022
Q2
$8.34M Buy
+379,770
New +$8.34M 0.81% 46