B. Riley Wealth Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,775
| Closed | -$337K | – | 1476 |
|
|
2023
Q4 | $337K | Buy |
+14,775
| New | +$337K | 0.01% | 995 |
|
|
2020
Q4 | – | Sell |
-22,371
| Closed | -$457K | – | 1054 |
|
|
2020
Q3 | $457K | Buy |
+22,371
| New | +$457K | 0.02% | 562 |
|
|
2019
Q4 | – | Sell |
-73,400
| Closed | -$1.74M | – | 868 |
|
|
2019
Q3 | $1.74M | Buy |
+73,400
| New | +$1.74M | 0.17% | 134 |
|
|
2015
Q1 | – | Sell |
-1,320
| Closed | -$34 | – | 1112 |
|
|
2014
Q4 | $34 | Buy |
+1,320
| New | +$34 | ﹤0.01% | 2282 |
|
|
2014
Q3 | – | Sell |
-2,372
| Closed | -$54.3K | – | 1131 |
|
|
2014
Q2 | $54.3K | Buy |
+2,372
| New | +$54.3K | 0.01% | 994 |
|