Baystate 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
2023
Q4
$150K Buy
6,587
+11
+0.2% +$251 0.01% 231
2023
Q3
$116K Buy
6,576
+42
+0.6% +$743 0.01% 241
2023
Q2
$121K Sell
6,534
-32
-0.5% -$594 0.01% 233
2023
Q1
$113K Sell
6,566
-51
-0.8% -$875 0.01% 234
2022
Q4
$142K Buy
6,617
+236
+4% +$5.07K 0.01% 215
2022
Q3
$129K Buy
6,381
+34
+0.5% +$687 0.01% 207
2022
Q2
$139K Buy
+6,347
New +$139K 0.01% 203