First Personal Financial Services’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-237
| Closed | -$6K | – | 386 |
|
|
2019
Q4 | $6K | Hold |
237
| – | – | ﹤0.01% | 300 |
|
|
2019
Q3 | $6K | Hold |
237
| – | – | ﹤0.01% | 384 |
|
|
2019
Q2 | $5K | Buy |
237
+37
| +19% | +$781 | ﹤0.01% | 591 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 589 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
|
2018
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 594 |
|
|
2017
Q1 | – | Sell |
-277
| Closed | -$7K | – | 899 |
|
|
2016
Q4 | $7K | Hold |
277
| – | – | ﹤0.01% | 780 |
|
|
2016
Q3 | $7K | Buy |
277
+142
| +105% | +$3.59K | ﹤0.01% | 653 |
|
|
2016
Q2 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 731 |
|