Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-287
| Closed | -$5K | – | 450 |
|
|
2020
Q1 | $5K | Buy |
+287
| New | +$5K | ﹤0.01% | 733 |
|
|
2019
Q4 | – | Sell |
-214
| Closed | -$5K | – | 382 |
|
|
2019
Q3 | $5K | Hold |
214
| – | – | ﹤0.01% | 854 |
|
|
2019
Q2 | $4K | Hold |
214
| – | – | ﹤0.01% | 899 |
|
|
2019
Q1 | $5K | Buy |
+214
| New | +$5K | ﹤0.01% | 901 |
|