Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,366
| Closed | -$249K | – | 491 |
|
|
2022
Q1 | $249K | Sell |
9,366
-5,795
| -38% | -$154K | 0.01% | 435 |
|
|
2021
Q4 | $394K | Sell |
15,161
-13,321
| -47% | -$346K | 0.02% | 385 |
|
|
2021
Q3 | $721K | Buy |
28,482
+2,680
| +10% | +$67.8K | 0.04% | 238 |
|
|
2021
Q2 | $702K | Buy |
25,802
+7,091
| +38% | +$193K | 0.04% | 235 |
|
|
2021
Q1 | $398K | Buy |
+18,711
| New | +$398K | 0.03% | 287 |
|