Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-250
| Closed | -$5K | – | 515 |
|
|
2020
Q2 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 545 |
|
|
2019
Q2 | – | Sell |
-2,028
| Closed | -$47K | – | 593 |
|
|
2019
Q1 | $47K | Buy |
2,028
+7
| +0.3% | +$162 | 0.01% | 243 |
|
|
2018
Q4 | $38K | Sell |
2,021
-9,994
| -83% | -$188K | 0.01% | 269 |
|
|
2018
Q3 | $256K | Buy |
12,015
+10,008
| +499% | +$213K | 0.06% | 124 |
|
|
2018
Q2 | $41K | Buy |
+2,007
| New | +$41K | 0.01% | 268 |
|