EPG 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
Q3 | – | Sell |
-11,016
| Closed | -$204K | – | 430 |
|
|
2023
Q2 | $204K | Buy |
11,016
+649
| +6% | +$12K | 0.06% | 230 |
|
|
2023
Q1 | $178K | Buy |
+10,367
| New | +$178K | 0.06% | 239 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | – | – | 376 |
|
|
2020
Q1 | $0 | Sell |
9
-114
| -93% | – | ﹤0.01% | 804 |
|
|
2019
Q4 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 568 |
|