Avior Wealth Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,750
| Closed | -$75.3K | – | 1362 |
|
|
2024
Q4 | $75.3K | Sell |
2,750
-90
| -3% | -$2.46K | ﹤0.01% | 992 |
|
|
2024
Q3 | $77.9K | Buy |
2,840
+145
| +5% | +$3.98K | ﹤0.01% | 959 |
|
|
2024
Q2 | $67.3K | Buy |
2,695
+98
| +4% | +$2.45K | ﹤0.01% | 991 |
|
|
2024
Q1 | $58.2K | Buy |
+2,597
| New | +$58.2K | ﹤0.01% | 1186 |
|
|
2021
Q1 | – | Sell |
-371
| Closed | -$7K | – | 1064 |
|
|
2020
Q4 | $7K | Buy |
371
+1
| +0.3% | +$19 | ﹤0.01% | 754 |
|
|
2020
Q3 | $7K | Buy |
+370
| New | +$7K | ﹤0.01% | 723 |
|