Berman Capital Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48K | Buy |
1,935
+722
| +60% | +$17.9K | 0.01% | 690 |
|
|
2021
Q2 | $33K | Buy |
1,213
+897
| +284% | +$24.4K | 0.01% | 739 |
|
|
2021
Q1 | $6K | Buy |
316
+53
| +20% | +$1.01K | ﹤0.01% | 1208 |
|
|
2020
Q4 | $5K | Buy |
263
+11
| +4% | +$209 | ﹤0.01% | 1139 |
|
|
2020
Q3 | $4K | Hold |
252
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q2 | $4K | Sell |
252
-83
| -25% | -$1.32K | ﹤0.01% | 1051 |
|
|
2020
Q1 | $4K | Sell |
335
-173
| -34% | -$2.07K | ﹤0.01% | 941 |
|
|
2019
Q4 | $12K | Hold |
508
| – | – | ﹤0.01% | 673 |
|
|
2019
Q3 | $12K | Buy |
508
+148
| +41% | +$3.5K | ﹤0.01% | 658 |
|
|
2019
Q2 | $7K | Sell |
360
-72
| -17% | -$1.4K | ﹤0.01% | 859 |
|
|
2019
Q1 | $9K | Sell |
432
-4
| -0.9% | -$83 | ﹤0.01% | 687 |
|
|
2018
Q4 | $8K | Buy |
+436
| New | +$8K | ﹤0.01% | 558 |
|