Disciplined Investments’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-78
| Closed | -$1.45K | – | 665 |
|
|
2023
Q2 | $1.45K | Buy |
78
+23
| +42% | +$428 | ﹤0.01% | 795 |
|
|
2023
Q1 | $946 | Sell |
55
-20
| -27% | -$344 | ﹤0.01% | 990 |
|
|
2022
Q4 | $1.61K | Sell |
75
-25
| -25% | -$536 | ﹤0.01% | 702 |
|
|
2022
Q3 | $2K | Buy |
100
+26
| +35% | +$520 | ﹤0.01% | 639 |
|
|
2022
Q2 | $2K | Sell |
74
-13
| -15% | -$351 | ﹤0.01% | 660 |
|
|
2022
Q1 | $2K | Buy |
87
+62
| +248% | +$1.43K | ﹤0.01% | 696 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 405 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 363 |
|