GoalVest Advisory’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$186 | – | 428 |
|
|
2025
Q1 | $186 | Buy |
+7
| New | +$186 | ﹤0.01% | 459 |
|
|
2024
Q2 | – | Sell |
-6
| Closed | -$134 | – | 355 |
|
|
2024
Q1 | $134 | Buy |
+6
| New | +$134 | ﹤0.01% | 404 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$1K | – | 397 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 331 |
|