Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-53
| Closed | -$1.22K | – | 448 |
|
|
2023
Q4 | $1.22K | Hold |
53
| – | – | ﹤0.01% | 810 |
|
|
2023
Q3 | $939 | Hold |
53
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $986 | Hold |
53
| – | – | ﹤0.01% | 832 |
|
|
2023
Q1 | $906 | Buy |
53
+1
| +2% | +$17 | ﹤0.01% | 849 |
|
|
2022
Q4 | $1.12K | Hold |
52
| – | – | ﹤0.01% | 822 |
|
|
2022
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 808 |
|
|
2022
Q2 | $1K | Buy |
52
+1
| +2% | +$19 | ﹤0.01% | 783 |
|
|
2022
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 832 |
|
|
2021
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 841 |
|
|
2021
Q3 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 827 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$1K | – | 697 |
|
|
2019
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 643 |
|
|
2019
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 635 |
|
|
2019
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 662 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 620 |
|
|
2018
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 624 |
|